Associates
Financial Advisors
Daniel Farid Yasharel, MSFS, CFP®, CDFA®, AIF®, RICP®, BFA
Certified Financial Planner/Wealth Manager
Peter Wang, AIF®, CPFA®, C(k)P®
Financial Advisor/401(K) specialist
Support & Administrative
Heather Scully
Compliance Officer & Operations Consultant
