David
Wanja
Financial Synergies
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About this Advisor
David Wanja is a certified financial planner based out of Houston, Texas with a total of 3 years of relevant experience. Wanja is currently employed by Financial Synergies. Over the course of their career, they have held roles at Financial Synergies Wealth Advisors, Westwood Wealth Management, Houston Country Club, Oyster Harbors, Mercedes Benz Of Clear Lake, Abstract Media and River Oaks Country Club. Wanja holds a Series 65 license, designating them as an investment advisor representative, and can work in Texas. Financial Synergies is a registered investment business that has its headquarters in Houston, TX. The firm has a total of 17 employees. It administers $1 billion in assets under management across its 764 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 764 customer accounts, 39% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Financial Synergies provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the type of services provided. Fee types charged by Financial Synergies can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Synergies Brokerage Details
$1,091,131,744
17
764
$1,428,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Wanja Work History
David has been registered as a financial advisor for 3 years.*
Financial Synergies Wealth Advisors
Houston Country Club
Westwood Wealth Management
Mercedes Benz Of Clear Lake
Abstract Media
Oyster Harbors
River Oaks Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Wanja to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Synergies
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
