Home
Our Clients
Private Client Retirement Service
About Us
Our Team
SEI
FAQs
Community Education
Resources
Disclosure
Contact Us

Our Team

Working together both as a married couple and as highly experienced and credentialed professionals, many of our clients tell us that they value our unified, team approach to retirement wealth management. Just as we understand the business world, we understand how finances affect a couple's—and a family's—ability to live a life that meets their personal expectations based on their personal dreams. Working with couples as a couple, we're able to help both spouses understand each other's financial needs, fears, and dreams to help take the emotion out of retirement planning and investing to ensure the best possible financial decisions. Whether you are an individual or a couple seeking a secure and fulfilling retirement, we look forward to assisting with your retirement planning and investing needs.

Daniel P. Martucci, CFP®, CPA
Dan@mwaadvisors.com 

Dan brings more than 25 years of financial experience to his role at MWA Advisors.
 
A CERTIFIED FINANCIAL PLANNER® (CFP®) practi-tioner, he is also a NAPFA-Registered Financial Advisor and a licensed Certified Public Accountant (CPA) in Texas. He is an active member of The National Association of Personal Financial Advisors (NAPFA).

After graduating magna cum laude from Temple University with a bachelor's degree in accounting, Dan held financial positions at top organizations, including KPMG Peat Marwick; Anderson, Clayton & Co.; and finally IBM where he was a financial analyst and financial planning manager for more than a decade before joining with Christine Walker to open the doors to MWA Advisors, Inc.

Dan developed the Rice University CERTIFIED FINANCIAL PLANNER® Certification Education Program. He was the Rice Program Director for several years and also taught the investments course in the program during that same period. Previously, he taught courses in investments and retirement / employee benefits to other financial planners in the CFP® Certification Programs at the University of Houston and the University of St. Thomas/PDI.

Dan currently conducts financial planning education classes for various corporations and the public. He continues to offer his popular Money, Retirement and Emotional Well Being course, which he developed through Rice University’s School of Continuing Studies, at the Clear Lake Freeman Library through a partnership with the NAPFA Consumer Education Foundation (NCEF), See Community Education for course details.

Christine Walker, CFP®, CPA
Christine@mwaadvisors.com 

Christine brings a strong consulting background and more than 25 years of financial experience to the firm.

A former manager with the management consulting prac- tice of Deloitte & Touche, a Big Four accounting firm, she also held positions as a controller for a group of closely held corporations and as a tax accountant. A CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, she is also a NAPFA-Registered Financial Advisor and a licensed Certified Public Accountant (CPA) in Texas, and she holds a Texas Life and Health Insurance Counselor’s license (not a Texas Insurance Agent product sales license).

Christine is an active member of The National Association of Personal Financial Advisors (NAPFA) and the Association of Business and Professional Women (ABPW).

Christine taught the retirement planning/employee benefits course for both the University of Houston CERTIFIED FINANCIAL PLANNER® Program and the Rice University CERTIFIED FINANCIAL PLANNER® Certification Education Program for several years, as well as the foundations of financial planning and case studies courses in the same programs. She currently conducts financial planning education classes for various corporations and the public.

* MWA Advisors, Inc. is not a CPA firm.



©2017 MWA Advisors, Inc. All rights reserved.