David Carbajal Juarez

David Carbajal Juarez

Financial Advisor

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Phone: (713) 561-8133
Fax: (713) 621 - 5327
Mobile Phone: 832-938-5927
E-mail:
 

David Carbajal focuses on getting his clients to think and plan for their short-term and long-term goals for financial independence. He understands everyone grows up differently and wants to accomplish different objectives that best fit their needs for either family or their business. That is why Mr. Carbajal utilizes a specific economic model to test, verify, and measure different life events. He advocates that a financial plan should be tailored to the unique circumstances of each client.

Mr. Carbajal started at Wealth Development Strategies, LLC working on the Managing Partner's team. During this time, he had the opportunity to work in the Financial Planning Design Department helping with research, portfolio analysis, and preparation of comprehensive financial plans from start to finish.

Born in Mexico City, Mr. Carbajal is the first in his family to attend and graduate from college. His humble beginnings have fueled his desire to succeed.  Mr. Carbajal graduated from the University of Houston - Downtown with a Bachelor of Business Administration in Finance with concentrations in Investments and Mathematics. He also holds licenses Series 7, Series 66, & General Lines- Life, Accident, Health and HMO.

Mr. Carbajal is a member of the National Hispanic Professional Organization Leadership Institute, The Hispanic Chamber of Commerce, Camera de Empresarios Latino de Houston, and Houston Young Professionals Endeavor (HYPE). His true passion lies in helping the Hispanic Community within the Greater Houston area by volunteering, providing educational seminars, and supporting causes related to providing better futures. 

In his spare time, Mr. Carbajal and his wife Deborah enjoy the Houston's sport teams, traveling, and most importanly, spending quality time with their family including their rescue dog Mya and cat Lionel