Senior Financial Advisor
David Wanja, Jr., CFP®
Biography
David joined ClientFirst in 2026 and brings more than five years of experience in fee-only financial planning to the firm. He has spent his career at independent fiduciary firms, where he served as a lead advisor and directed financial planning for families, business owners and those nearing retirement.
David is a CERTIFIED FINANCIAL PLANNER™ professional based in Houston, Texas.
Before financial planning, David spent about ten years as a tennis professional at private country clubs. When he’s not working, he enjoys golf, tennis, reading, and a good Texas BBQ.
- Role
- Senior Financial Advisor
- Designation
- CFP®
- Based in
- Houston, Texas
- Experience
- 5+ years, as of 2026
- Joined ClientFirst
- 2026
Start with a 15-minute call
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.