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Candid Coffee: Financial Organization
May 16, 2026 at 8:00 am - 9:00 am
May 16, 2026 at 8:00 am - 9:00 am

Daniel Whitty

Associate Support Advisor & Financial Paraplanner, AAMS®,FPQP®

Daniel is a native Houstonian and a second-generation graduate of Strake Jesuit. He graduated from the University of Houston cum laude with a Bachelor of Science degree in Economics and a minor in Business Foundations. Daniel started his financial services career at Invesco in 2019 before joining the RIA Advisors team in 2021. Daniel and his wife have three children, two sphynx cats, and one mini goldendoodle. He loves to spend time with his family, coaches his daughter’s softball team, tinkers with cars and electronics, and maintains planted freshwater aquariums.

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