Michael Daniels, CFP^®, CEPA^®

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor.

Experience and education

Michael provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Michael worked as a wealth planner, creating and presenting comprehensive financial plans for individuals, families and business owners across retirement, tax and estate planning needs.

Michael has a bachelor’s degree in entrepreneurial management from Texas Christian University.

Personal interests

Away from the office, Michael is an active volunteer at Mercy Culture Church. He’s also a football and basketball fan and enjoys exploring new restaurants with his wife.

Michael’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.