David supports the Relationship Managers by providing customized financial plans, overseeing their implementation and ongoing monitoring of client portfolios to help clients maintain a prudent investment and wealth transfer plan. Areas of particular expertise include cost analyses of insurance products and efficient cash flow management.
Mr. Carbajal completed his Certified Financial Planner™ coursework at Rice University and passed the Board exam in March of 2018. He graduated from the University of Houston – Downtown with a Bachelor of Business Administration in Finance. Before joining Paul Comstock Partners, David worked at Wealth Development Strategies, LLC as a Financial Planner.
David’s other passion lies in helping the Community within the Greater Houston area by volunteering and supporting causes related to providing better futures. He is a graduate of the National Hispanic Professional Organization’s Leadership Institute, Class XIV and is currently the elected Treasurer for one of Houston’s oldest Civic groups, LULAC Council 60.
In his spare time, David and his wife Debora enjoy Houston’s sports teams, traveling, and spending quality time with their family including their rescue dog Mya and cat Lionel.