Daniel P. Michalk,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel P. Michalk, CFP®

President

Waterway Wealth Management

21 Waterway Ave, Suite 500
The Woodlands, TX 77380
(281) 363-0000

General

Daniel Michalk is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waterway Wealth Management in The Woodlands, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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