About David Zoda

March 1, 2018


I am a Certified Financial Planner practitioner and have been in Financial Services for over 20 years. I received my MBA from the University of Dallas and my BS from the University of Houston. I have been married to my lovely wife, Pam, for over 16 years. We have three daughters, Rebecca 14, Kaitlyn 13, and Emily 9.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances. And, when life events occur, planned or unexpected, I will be here to help.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.



David Zoda

3421 W. Davis Street, Suite 125

Conroe, TX 77304

Phone: 936 756-4912

Fax: 877-830-8625

Email: davidzoda@zodafinancial.net