Daniel MacHnik Email & Phone Number
CFP®️; Wealth Management Advisor @ Willis & Machnik Financial Services, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel MacHnik Location
- Jackson, MI, US
Daniel MacHnik Work
- 2007 -now CFP®️; Wealth Management Advisor @
- 2021 -now Official Member @
- 2003 -2006 Senior Finance Manager @
- 2000 -2003 Senior Financial Analyst @
- 1998 -2000 Business Project Analyst @
Daniel MacHnik Education
- Western Michigan University
BBA (Management, Accounting, Spanish)
1994-1998
Daniel MacHnik Skills
- Strategic Financial Planning
- Retirement Planning
- Financial Advisory
- Wealth Management
- Investment Advisory
- Financial Services
- IRAs
- Asset Allocation
- Estate Planning
- Finance
- Insurance
- Risk Management
- Investments
- Bonds
- Mutual Funds
- Asset Managment
- Portfolio Management
- Investment Strategies
- Investment Management
- Retirement
- Financial Planning
- Stocks
- Retirement Plans
- Retirement Income Strategies
- IRA's
- Roth IRA
- Asset Management
- Brokerage
- Registered Investment Advisor
- Securities
- Separately Managed Accounts
- Managed Accounts
- Registered Investment
- Retirement Income
- Strategic Financial
- Separately Managed
Daniel MacHnik Summary
- Daniel MacHnik, based in Jackson, MI, US, is currently a CFP®️; Wealth Management Advisor at Willis & Machnik Financial Services, LLC. Daniel MacHnik brings experience from previous roles at Forbes Finance Council, JPMorgan Chase & Co., Baxter International Inc. and Aon Hewitt. Daniel MacHnik holds a 1994 - 1998 BBA in Management, Accounting, Spanish @ Western Michigan University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory and more. Daniel MacHnik has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Daniel MacHnik?
Find contact details for 700 million professionals.
Others Named Daniel MacHnik
Daniel MacHnik
Purchasing Manager UK
Baughurst, GB
Daniel MacHnik
CFP®️; Wealth Management Advisor
Jackson, MI, US
Top Willis & Machnik Financial Services, LLC Employees
Daniel MacHnik
CFP®️; Wealth Management Advisor
Jackson, MI, US
Jessanne Samons
Director of Client Relations
Jackson, MI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co