Daniel Farid Yasharel, MSFS, CFP®, CDFA®, AIF®, RICP®, BFA

Daniel Farid Yasharel

Daniel Farid Yasharel is a Senior Partner with Artisan Capital Partners, LLC, based in Los Angeles, bringing nearly four decades of expertise to every client relationship. Over the years, Daniel has developed a deep understanding of what truly matters to individuals and families navigating the complexities of personal finance.

What Daniel Offers

Daniel provides a comprehensive suite of financial services tailored to meet the diverse needs of his clients. These services include:

• Life Insurance and Other Insurance Products: Helping protect your family and legacy.
• Portfolio Management: Custom investment strategies to grow and preserve wealth.
• Retirement and Income Tax Planning: Ensuring a secure retirement while optimizing tax savings.
• Estate Planning: Strategies to protect and efficiently transfer your assets.
• Lending Solutions: Arranging financing options for qualified clients with existing investment relationships.

Daniel also specializes in retirement income distribution strategies, helping clients achieve long-term financial security, even during market turbulence.

A Human Approach to Finance

Daniel is not just about numbers; he combines technical expertise with empathy and insight into the emotional side of financial decisions. As a Behavioral Financial Advisor™ (BFA™), he helps clients manage emotional and impulsive reactions to market changes, ensuring decisions are made with clarity and confidence.

Support During Major Life Transitions

Daniel holds the designation of Certified Divorce Financial Analyst (CDFA®), providing specialized guidance to clients navigating the financial complexities of divorce, from asset division to long-term financial stability.

Client-Centric Service

Daniel’s clients range from top surgeons and law firm partners to bakery owners and CEOs of publicly traded companies. Whether it’s crafting a retirement strategy, managing investments, or designing a personalized insurance plan, Daniel is committed to building genuine, long-term relationships that prioritize transparency, trust, and tailored advice.

Credentials that Matter

Daniel’s dedication to continuous learning is reflected in his extensive qualifications, including:

• Master of Science in Financial Services (MSFS)
• Certified Financial Planner™ (CFP®)
• Behavioral Financial Advisor™ (BFA™)
• Retirement Income Certified Professional (RICP®)
• Certified Divorce Financial Analyst (CDFA®)
• Accredited Investment Fiduciary® (AIF®)
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• Certified Plan Fiduciary Advisor (CPFA®)
• Chartered Advisor in Philanthropy® (CAP®)
• Accredited Estate Planner (AEP®)

Community and Industry Leadership

As an advocate for education, Daniel has served as an instructor of Investments for Personal Financial Planning at UCLA. He is also a FINRA industry arbitrator, demonstrating his commitment to upholding ethical standards in the financial services industry.

A Partner You Can Rely On

Whether you're looking to grow your wealth, protect your family, or navigate life's transitions, Daniel provides a one-stop partnership for your financial planning needs. His approach combines technical expertise, personalized service, and a genuine commitment to your success.

With Daniel, you’ll receive expert financial advice and gain a partner who understands the big picture and every detail that matters to you.