Savara McDaniel, CFP®, BFA™, NSSA®
Director of Financial Planning | Financial Advisor
Savara joined the Core+ Team in 2013. While she began her professional career in the financial services industry in 2008, her journey started in the sixth grade when she joined her school's investing club. Savara's passion is educating and assisting individuals as they pursue their own financial and retirement goals. Through financial planning, Savara helps her clients with retirement, education, insurance and cash flow planning strategies. She is committed to long-term client relationships and works with her clients to ensure their investment strategy and financial plan continues to be tailored to their specific needs no matter what stage of life they are in.
Savara attended the University of Houston, graduating summa cum laude with a Bachelor of Business Administration majoring in Marketing with minors in Psychology and Communications. In addition to maintaining her FINRA Series 7 & 66, Savara is a CERTIFIED FINANCIAL PLANNER™ professional and has completed coursework in the area of Social Security benefits and claiming strategies as well as Behavioral Finance.
In her spare time, Savara enjoys anything outdoors, watching live music performances, yoga and spending time with her family and their dogs. She is also a supporter of Barrio Dogs, Inc, a Houston based 501(c)(3) that focuses on educating the community about proper animal care.