Daniel P. Martucci, CFP®, CPA
Dan brings more than 25 years of financial experience to his role at MWA Advisors.
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
Christine Walker, CFP®, CPA
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.