Ricardo  Mihaly,  CFP<sup>&reg;</sup> - Financial Advisor

Ricardo Mihaly, CFP®

Director of Planning and Investments

Icon Wealth Partners

1980 Post Oak Boulevard, Suite 1300
Houston, TX 77056
(713) 904-5027 CONNECT WITH Ricardo
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Ricardo Mihaly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Icon Wealth Partners in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs


Helpful Financial Planning Resources