A Goal Without a Plan Is Just a Wish

Invest in Your Future Through Financial Planning


Work With A Certified Financial Planner

Financial planning is managing lifestyle choices. We all want the pool, the nicer house, the great family trip, and other fun things now. We also want a great retirement at an early age, our kids to go to the best schools, and to leave a legacy to those great kids. The challenge is balancing today’s fun for tomorrow’s happiness. You have limited resources and limited ability to earn additional resources. The burning questions are: How much do you have to sacrifice today for rewards in the future? What is most important to you?

Let’s work together to create a unique plan so you can reach your goals. Following a plan will bring peace of mind, not just wishful thinking.

You provide information about your needs and goals, and I provide the strategic financial knowledge for you to reach those goals. Our partnership will create your roadmap for financial success.

About David Zoda

I am a certified financial planner practitioner and have been in financial services for over 25 years. I received my master’s degree in business administration from the University of Dallas and my bachelor’s degree from the University of Houston. I have been married to my lovely wife, Pam, for over 20 years. We have three daughters, Rebecca, 18, Kaitlyn, 17, and Emily, 13.

Employing a customer-focused approach, I am dedicated to developing long-lasting relationships with all my clients. My goal is to help you assess your financial goals and participate in the management of your finances. As your financial planner, I will be here to help you when planned or unexpected life events occur.

When you work with me, you will benefit from my ability to provide clear, easily understood explanations of financial products and services. I offer a personalized program that can serve as your roadmap toward a more secure financial future.

I look forward to using my expertise to help you achieve your financial goals.

Zoda Family 2020