Dan Michalk is the founder and owner of Waterway Wealth Management and has been doing financial planning for 25+ years. He graduated from Texas A&M University (which a few of his clients still hold against him) with a B.S. in Mechanical Engineering. In 1994, Dan began working in the financial planning industry. Dan earned a Chartered Financial Analyst Designation, CFA, granted by the CFA Institute. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. He is a Certified Financial Planner, a designation granted by the CFP Board of Standards, Denver, Co