Daniel F. Yasharel, MSFS, CFP® , ChFCSenior Vice President/Certified Financial Planner
Phone: 310-475-5854 Daniel Yasharel brings over 25 years of financial experience to each and every client relationship. A Certified Financial Planner™, Chartered Financial Consultant, Accredited Estate Planner, and an Investment Advisor representative of NWF Advisory Services, Inc., a Registered Investment Advisor, Daniel specializes in estate and retirement planning, providing assistance with asset accumulation, and retirement income distribution.
Daniel was also named as one of the Best Financial Planners by the Consumers' Research Council of America for 2005-2006, and 2006-2007. This list was based on a point value system using experience, training, professional associations and financial certifications as criteria. Daniel believes in understanding your financial position, needs and long-term goals. Along with his team of senior professionals, Daniel is dedicated to building lasting client relationships. He continually strives to attract, retain and assist individual and corporate clients who expect nothing less than strategies that target their financial objectives. He strives to offer his valued clients an edge through his industry knowledge and educational background. Through membership in prestigious industry associations, Daniel has access to a wide range of resources, which allow him to help increase your potential benefits while reducing costs. If you work with other advisors, Daniel will consult them to ensure his recommended strategies are fully understood before they are implemented. In addition to seeking to offer sound financial advice, Daniel delivers customized answers to help meet all of your financial needs. He is qualified to assist clients with:
Daniel has a Master of Science in Financial Services (MSFS) from The American College in Pennsylvania. He frequently instructs the "Investments in Personal Financial Planning" course at University of California, Los Angeles - UCLA. Daniel, his wife, Angela, and their sons, Jonathan and Joshua, live in West Los Angeles, California. Qualifications and Educations:
Industry Associations& Involvements:
*MDRT members comprise the top sales professionals in the life insurance-based financial services business *Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation. California insurance license 0678291  About Us
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The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Many of the advisors at NWF Advisory are also separately investment advisor representatives under NWF Advisory Services, Inc., a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: California, Texas Important Consumer Information: A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices Throughout California, U.S.A. |
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