Daniel S. Offutt,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel S. Offutt, CFP®

Investment Adviser

Daniel S. Offutt, MBA, CFP®

9720 Cypresswood Dr, Ste 224
Houston, TX 77070-3358
(800) 996-1998
(281) 890-1000

General

Daniel Offutt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daniel S. Offutt, MBA, CFP® in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Employee Benefits, Retirement, Women's Finances

More

Helpful Financial Planning Resources