Mallie Daniel, President / CEO
Mallie Daniel is President/CEO of the Independent Registered Investment Advisory firm of Wealth Creation Advisors, Inc., a full service financial, estate, and retirement planning company.
Mr. Daniel has been in the financial services industry for 34 years, helping his clients make wise decisions on how to invest their "hard earned money". He has hosted and conducted hundreds of workshops speaking on a wide range of financial topics. He has also hosted a live radio talk show in Houston on A.M. 650 KIKK called "On The Money".
Mr. Daniel's current practice as President of the firm Involves designing tax reduction plans for pre-retirees, retirees, and business owners, TAX-FREE income strategies, as well as simple and sophisticated financial and charitable giving strategies utilizing other people's money. His practice also encompasses a variety of "safe" money management functions. He counsels federal government employees all over Texas concerning their benefits and retirement options.
His firm is an accredited member of the prestigious Better Business Bureau of Houston. He works with Gradient Financial Group, a national marketing organization, where no financial challenge is too small or too large for his firm to handle.
Mallie is very active in his community. He has been selected as the Houston representative for the national community outreach program "Gradient Gives Back" searching for local deserving families in need of immediate financial assistance. He is President of the Houston Chapter of SOFA; Society for Financial Awareness, a 501c (3) non-profit, national, educational speaker's bureau, whose mission it is to end financial illiteracy. He conducts "pro bono" workshops for civic organizations, churches and businesses throughout the Houston community.
He is a long standing member of the Southbelt Ellington Chamber of Commerce. Mallie is also a member of the Texas Association of Insurance and Financial Advisors, and has qualified for the National Quality Award 10 consecutive years. He is a Life Member of the Million Dollar Round Table. Mallie is a graduate of Lamar University where he earned degrees in Marketing and Management. Mallie and his wife Linda have lived in the Southeast Houston area for 35 years where they raised their four grown children. He also has 7 grandchildren.
His "ideal" client is age 50 or older; coachable; caring and nice; ready and able to make decisions, with assets to invest.
After graduating from the University of Houston with a BBA in Marketing, Cindy accepted a position with our sister company, Wealth Creation Concepts, as the Director of Marketing. Cindy has been with us for ten years. She develops and implements all of the marketing plans, seminars, advertising, public relations, and the monthly newsletter for the firm. She is also the bookkeeper. Cindy and her husband Johnelle live in Bacliff with their three children, ages 13, 8 and 6.
*Fee based financial planning and investment advisory services are offered by “Wealth Creation Advisors, Inc.”, a Registered Investment Advisor in the State of “Texas”. Insurance products and services are offered through "Wealth Creation Concepts”.