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Daniel Yasharel
MSFS, CFP®, ChFC, RICP®, CLU, AEP, CAP

Senior Partner/Certified Financial Planner

P: 310 475 5854
F: 310 773 9888
E: yasharel@nwfadvisory.com

11835 W. Olympic Blvd. #1155E,
Los Angeles, CA 90064


Assistant:
Susan Grzegorek
E: sgrzegorek@nwfadvisory.com


 

Daniel Yasharel brings over 30 years of financial experience to each and every client relationship. As a Certified Financial Planner™, Chartered Financial Consultant, Accredited Estate Planner, an Investment Advisor representative of NWF Advisory Services, Inc., and a Registered Investment Advisor, Daniel specializes in estate and retirement planning, providing assistance with asset accumulation, and retirement income distribution.


Daniel believes in understanding the client’s financial position, needs, and long-term goals. 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 potential benefits to clients while reducing costs. 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. In addition to offering sound financial advice, Daniel delivers customized solutions to help meet all of his client’s financial needs. He is qualified to assist clients with comprehensive financial consulting, personal asset accumulation, asset transfer, estate planning, investments, retirement planning, insurance, benefit programs, charitable giving, executive compensation programs, and business continuity.

In the past, Daniel has instructed the “Investments in Personal Financial Planning” course at the University of California, Los Angeles – UCLA.


Daniel’s credentials include:


• MSFS, Master of Science in Financial Services, The American College in Pennsylvania
• Certified Financial Planner, CFP®
• Chartered Financial Consultant, ChFC®
• Retirement Income Certified Professional – RICP®
• Chartered Advisor in Philanthropy®, CAP™
• Chartered Life Underwriter, CLU
• Accredited Estate Planner, AEP
• Series 6, 7, and 63 Licenses
• Qualifying Member of Million Dollar Round Table* – MDRT
• Member, Financial Planning Association – FPA
• Member, Society of Financial Services Professionals – SFSP
• Member, National Association of Estate Planners & Councils – NAEPC
• Past President, National Association of Insurance and Financial Advisors (South Bay) — NAIFA


On a personal note, Daniel currently resides in West Los Angeles with his wife, Angela, and their sons, Jonathan and Joshua.

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The financial advisors at NWF Advisory offer securities through Royal Alliance Associates, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Some advisors of NWF offer investment advisory services through Royal Alliance Associates, Inc., a registered investment adviser. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. Many of the advisors at NWF Advisory are also investment advisor representatives of NWF Advisory Services, Inc., a Registered Investment Adviser. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

 

Royal Alliance Associates does not offer tax or legal services. Listed entities are not affiliated with Royal Alliance Associates, Inc.

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