Broker Check

Oakwell PWM - San Antonio, TX

Dan Michel, CPA, PFS

Dan Michel, CPA, PFS

Managing Member

Dan began in Wealth Management in 2005 while a partner at a mid-size local CPA firm. He began practicing to serve clients with an independent view and unbiased advice. Dan has over 25 years of business experience including positions with Deloitte and Salomon Brothers in New York City, Price Waterhouse in Houston, and Dell, Inc. in Austin. Dan is a Certified Public Accountant in Texas, and holds the AICPA PFS (Personal Financial Specialist) designation. He is a member of the AICPA, Texas Society of CPAs, and the Financial Planning Association. Dan resides in Austin, Texas with his wife and daughter. He has a BBA in Accounting from Baruch College in New York City.

 

-Founding Partner

 

-Certified Public Accountant 

-Personal Financial Specialist