Savara McDaniel
Providing financial clarity today and a path to reach the tomorrow you dream about
- Role
- Senior Wealth Manager at The Retirement Planning Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Savara McDaniel
Personal finance is more than numbers on a spreadsheet—it’s about peace of mind, confidence, and the freedom to live life on your own terms. True financial wellbeing means feeling secure in your day-to-day decisions, prepared for the future, and empowered to make choices that reflect your values and goals.That’s the foundation of my work with clients.As a CERTIFIED FINANCIAL PLANNER™ professional with a career in financial services since 2008, I take a deeply personalized, relationship-based approach to financial planning. I believe that investments are just one part of a much larger picture. Your unique circumstances, aspirations, and life stage deserve strategies tailored specifically to you.My goal is to help clients build clarity and confidence around their finances—whether it’s retirement planning, tax-smart investing, education funding, insurance, or cash flow management. I prioritize education and collaboration, ensuring that each client feels informed and in control of their financial journey.I’m proud to have graduated summa cum laude from the University of Houston with a BBA in Marketing and minors in Psychology and Communications. My continued education includes specialized training in Social Security claiming strategies and Behavioral Finance—tools that help me guide clients through both the technical and emotional aspects of financial decision-making.Financial empowerment starts with a plan that reflects who you are and where you want to go. Let’s build that plan together.
Experience
Senior Wealth Manager
Dec 2025 — Present · Houston, TX, US
Education
University of Houston
BA, Marketing, Communication, Psychology
2006 — 2009
Rice University - Susanne M. Glasscock School of Continuing Studies
CERTIFIED FINANCIAL PLANNER™ Certification Education Program
Skills
- Strategy
- Event Management
- Demographic Analysis
- Brand Management
- Advertising
- Marketing
- Strategic Planning
- Marketing Communications
- Direct Mail
- Relationship Mgmt
- Customer Service
- Direct Marketing
- Sales Management
- Public Relations
- Press Releases
- Brand Development
- Email Marketing
- Project Management
- Market Research
- Account Management
- Trade Shows
- Recruiting
- Guerrilla Marketing
- Social Media
- Event Planning
- Market Planning
- Leadership
- Social Media Marketing
- Microsoft Excel
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