David Edgar Carbajal, Cfp®

David Edgar Carbajal, Cfp® Email and Phone Number

Vice President at Woodforest Wealth Strategies | Investor | Speaker| Financial Advisor, Raymond James | Husband | Bilingual CERTIFIED FINANCIAL PLANNER™ @ Woodforest Wealth Strategies
David Edgar Carbajal, Cfp®'s Location
Greater Houston, United States, United States
David Edgar Carbajal, Cfp®'s Contact Details

David Edgar Carbajal, Cfp® work email

David Edgar Carbajal, Cfp® personal email

n/a

David Edgar Carbajal, Cfp® phone numbers

About David Edgar Carbajal, Cfp®

Experienced CERTIFIED FINANCIAL PLANNER™ professional specializing in financial planning for executives and business owners. Focused on the needs of first-generation wealth to guide them on successfully growing, protecting, and transferring their wealth to their legacy. Assisted with providing CFO family office services, including tax-effective estate planning strategies and custom wealth transfer plans to ultra-high-net-worth families with investable assets of $20 million+.Committed to the community and a board member of C60 Inc., which advocates resources for underserved communities. Graduate of the National Hispanic Professional Organization’s Leadership Institute and a member of the CFP Board’s Foundation for Financial Planning, which provides pro bono financial planning in our community.

David Edgar Carbajal, Cfp®'s Current Company Details
Woodforest Wealth Strategies

Woodforest Wealth Strategies

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Vice President at Woodforest Wealth Strategies | Investor | Speaker| Financial Advisor, Raymond James | Husband | Bilingual CERTIFIED FINANCIAL PLANNER™
David Edgar Carbajal, Cfp® Work Experience Details
  • Woodforest Wealth Strategies
    Vice President
    Woodforest Wealth Strategies Feb 2023 - Present
    The Woodlands, Texas, Us
    CFP® and Financial Advisor for the Greene Wentzler Wealth team, who has over $1 Billion of assets under management (4.10.2023), helping high-net-worth families and businesses grow and protect their assets through adequate wealth and tax-efficient strategies.Disclosure: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Woodforest Wealth Strategies, Woodforest Financial Services and Woodforest Financial Group are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc.
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  • Paul Comstock Partners
    Wealth Manager
    Paul Comstock Partners Mar 2019 - Jan 2023
    Houston, Tx, Us
    Part of a dynamic team that managed over $3 billion in assets, with an average account size of $20 million. Our clientele spanned closely held businesses, family offices, and charitable organizations, and we diligently serviced these relationships in a collaborative effort.
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  • Wealth Development Strategies, Llc
    Certified Financial Planner™
    Wealth Development Strategies, Llc Apr 2015 - Mar 2019
    Houston, Texas, Us
    Worked closely with the CEO, who brought over 30 years of industry experience to our team. Together, we provided affluent clients with bespoke solutions aimed at safeguarding, growing, and effectively distributing their wealth.
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David Edgar Carbajal, Cfp® Skills

Morningstar Microsoft Office Retirement Planning Financial Planning Wealth Management Trading Portfolio Management Securities Financial Analysis Life Insurance Disability Insurance Private Equity Asset Protection Investment Advisory Microsoft Excel Bloomberg Terminal Management Leadership Time Management Spanish Variable Annuities Variable Life Irrevocable Life Insurance Trusts Long Term Care Insurance Certified Financial Planner Estate Tax Planning Cash Flow Management Wealth Transfer Emoney Family Office Customer Relationship Management

David Edgar Carbajal, Cfp® Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Certified Investment Management Analyst® (Cima®)
  • Rice University
    Rice University
    Certified Financial Planner (Cfp®) Certification Education Program
  • University Of Houston-Downtown
    University Of Houston-Downtown
    General
  • Bellaire High School
    Bellaire High School
    High School Diploma

Frequently Asked Questions about David Edgar Carbajal, Cfp®

What company does David Edgar Carbajal, Cfp® work for?

David Edgar Carbajal, Cfp® works for Woodforest Wealth Strategies

What is David Edgar Carbajal, Cfp®'s role at the current company?

David Edgar Carbajal, Cfp®'s current role is Vice President at Woodforest Wealth Strategies | Investor | Speaker| Financial Advisor, Raymond James | Husband | Bilingual CERTIFIED FINANCIAL PLANNER™.

What is David Edgar Carbajal, Cfp®'s email address?

David Edgar Carbajal, Cfp®'s email address is da****@****ers.com

What is David Edgar Carbajal, Cfp®'s direct phone number?

David Edgar Carbajal, Cfp®'s direct phone number is +183293*****

What schools did David Edgar Carbajal, Cfp® attend?

David Edgar Carbajal, Cfp® attended The University Of Chicago Booth School Of Business, Rice University, University Of Houston-Downtown, Bellaire High School.

What skills is David Edgar Carbajal, Cfp® known for?

David Edgar Carbajal, Cfp® has skills like Morningstar, Microsoft Office, Retirement Planning, Financial Planning, Wealth Management, Trading, Portfolio Management, Securities, Financial Analysis, Life Insurance, Disability Insurance, Private Equity.

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