Daniel Misse, CFP®
Financial Advisor

With thirty years' experience in the financial industry, Daniel Misse's broad knowledge base combined with his straightforward and comprehensive approach to financial planning allows him to develop tailored solutions for his clients while striving to provide exceptional service.

Daniel is a CERTIFIED FINANCIAL PLANNER® professional; this certification requires professionals to complete extensive training and uphold rigorous ethical standards.  He is an Investment Advisor Representative for the Mariner Independent Advisor Network and holds the FINRA Series 6, 7, 63 securities registrations through LPL Financial.  He graduated from McNeese State University with a Bachelor of Science in Finance. 

Originally from the Lake Charles Area of Louisiana, Daniel values faith and family and enjoys hunting and fishing.  He and his wife Charla support various charitable organizations such as the Archdiocese of New Orleans and the Boy Scouts of America.  Together, they have one son.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Charla Misse, CRPC®, MBA
Financial Advisor

Charla Misse offers clients her knowledge in strategic planning and portfolio management with a focus on building, preserving, and distributing wealth in a tax efficient manner.  With twenty years' experience developing specialized solutions, Charla cherishes the opportunity to directly make a positive difference in people's lives.

Charla has been repeatedly recognized for excellence in her formal education and volunteer service activities.  She earned her B.S. in Chemical Engineering from Carnegie Mellon University and her M.B.A. in Finance from The College of William & Mary.  She has performed in high level advisory positions throughout her career and is now an Investment Advisor Representative with Mariner Independent Advisor Network and holds the FINRA Series 7 securities registration through LPL Financial. In addition, she holds the Chartered Retirement Planning Counselor (CRPC®) designation. 

Charla is a contributing writer for The Clarion Herald and NOLA Catholic Parenting.  Outside of work, she most enjoys spending time with family, exercising in the outdoors, and baking for loved one.