David Carbajal is a Certified Financial Planner™ specializing in financial planning for business owners, executives and professionals. He understands the needs of first-generation wealth and how to successfully plan for their legacy. Throughout his career, he has helped provide CFO family office services, including tax-effective wealth strategies and custom wealth transfer plans, to ultra-high-net-worth families with assets > $20 million.
A member of the Greene Wentzler Wealth team, David serves affluent clients and their families, and takes the role of trusted advisor very seriously. His thoughtful attention to the complexities of wealth allows him to address every detail essential to managing prosperity-now and in the future. Advisors who have earned the CFP® certification have specialized knowledge and skills that are invaluable when constructing personalized financial plans. David’s other experience includes restricted stock unit planning, alternative investments and efficient cash flow management. Passionate about serving clients and his community, David offers pro bono financial planning as a member the CFP® Board’s Foundation for Financial Planning.
Community Involvement and Support
- C60 Inc, Board Member
- CFP® Board Foundation for Financial Planning
Education and Certifications
- University of Houston-BBA Finance
- Certified Financial Planner™ professional
- Series 7 and 63 Securities Licenses
- Texas Life and Health Insurance licenses
Professional Experience and Recognition
- Paul Comstock Partners
- Wealth Development Strategies, LLC
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.