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Announcing the FPA Houston Honors Award Recipients

Monday, October 21, 2019   (0 Comments)
Posted by: Melissa Hall
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The Houston chapter of the FPA seeks to publicly honor individuals who have shown an extraordinary commitment and made significant contributions to the financial planning profession and FPA.  This year's honorees demonstrate a commitment to the highest standards of professional competence, integrity, relationships and stewardship, and have made extraordinary contributions advance the financial planning profession. 

 

 

The Honors Awards will take place on January 23, 2020.  Details to be announced soon.  The honorees are as follows:


 

FPA Houston Honors Award Recipient - Joseph Birkofer, CFP®, Principal, Legacy Asset Management, Inc.

 

As a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, Joe helps clients concentrate on financial planning and asset allocation. In addition, Joe heads up the firm's Retirement Plan consulting practice, working with plan sponsors to improve investments, communications and streamline administration. Prior to co-launching Legacy Asset Management with Rick, he served as a Trust Officer with Texas Commerce Bank.

Joe earned his Bachelor of Science in Foreign Service from Georgetown University and his MBA from the University of Texas, Austin. Joe teaches Employee Benefits and Retirement Planning at Rice University's Certified Financial Planner™ program. He regularly provides commentary for national media including The New York Times, Wall Street Journal, Money Magazine, CBS Market Watch, and locally for the Houston Chronicle, local radio, and television programs. Joe is an active member of the community, serving as a Board Member of The Periwinkle Foundation, St. Anne's School Foundation, and a member of Goodwill Industries' Business Council.

 

 

 

FPA Houston Young Guns Award Recipient - David Wanja, Jr., Financial Planner at Westwood Wealth Management


 

David Wanja, Jr. is a Financial Planner at Westwood Wealth Management who helps people use their savings to achieve their goals. He has a natural gift for helping and serving others.  He finds true enjoyment in listening to peoples’ life stories and learning what truly matters to each client.  As a former collegiate tennis player, David knows the importance of a simple yet well thought out game plan and he uses the same approach when designing plans to help clients reach their goals.

 

After ten years as a Tennis Professional, David made a career change to financial services in March of 2019.  He has completed his CFP coursework through Kansas State and he plans to sit for the CFP exam in 2020.  His eagerness to learn as well as his coachability will lead him to success in his career.  David serves on the FPA Houston NexGen committee and aspires to mentor the next generation of planners.

 

When he is not sharpening is financial planning knowledge, he enjoys spending time with his wife, Tiffany, and their two sons, Luke and Benjamin.  In his remaining spare-time, you will find him on either a tennis court or the golf course.

 

 

 

 


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2020 FPA Houston Season Ticket Application

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