Daniel Farid Yasharel is a senior partner of NWF Advisory Group, Inc. and a member of the Financial Planning Association and brings over 35 years of financial experience to each client relationship.
He specializes in assisting his clients in the field of Behavioral Finance. By delivering on the value of behavioral finance and emotional competence, he distinguishes himself by doing more than just managing money, but by adding holistic value to his clients, by helping them make rational, values-based decisions with their money.
He focuses on providing Financial Planning and Wealth Management services to affluent and high-net-worth clients. His practice centers around the estate and retirement planning, providing assistance with asset accumulation, retirement income distribution, and insurance products, and his client base includes professionals in the field of healthcare, small businesses, charitable foundations, key executives of publicly traded corporations, and partners of major law firms.
In addition of being a graduate of The American College of Financial Services with a master’s degree in Financial Services (MSFS), he is a Certified Financial Planner™ (CFP®) and holds numerous other industry professional designations, and he also holds FINRA’s Series 7, and Series 6, and 63. His practicing history can be reviewed at brokercheck.finra.org.
In the past, he instructed the "Investments in Personal Financial Planning" course at the University of California, Los Angeles - UCLA.
Additionally, Daniel has a keen interest in industry compliance and is a FINRA industry arbitrator for California.
Daniel, his wife, Angela, and their sons, Jonathan and Joshua, live in West Los Angeles, California.
Qualifications and Educations:
- Master of Science in Financial Services – MSFS
- Certified Financial Planner™ - CFP®
- Certified Divorced Financial Analyst - CDFA®
- Behavioral Financial Advisor™ - BFA™
- Accredited Investment Fiduciary® - AIF®
- Certified Plan Fiduciary Advisor - CPFA®
- Chartered Financial Consultant - ChFC®
- Retirement Income Certified Professional - RICP®
- Chartered Advisor in Philanthropy® - CAP®
- Accredited Estate Planner - AEP®
- Chartered Life Underwriter - CLU®
Additional information regarding these designations can be found here.
Industry Associations & Involvements:
- Member - Financial Planning Association - FPA
- Member - Institute for Divorce Financial Analysts - IDFA
- 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
NWF Advisory Group, Inc. is an independent wealth management firm headquartered in Los Angeles, CA with satellite offices statewide. It was founded in 1969 by a group of experienced financial planners. At NWF Advisory Group, we are fortunate enough to be part of a large and significant network consisting of a vast array of professional resources, tools, and products to choose from, but also to be independent enough to be able to give the proper time and attention to providing clients with the individualized personal care, dedication, and the financial strategies we feel are best suited for them.
Registered Representative offering securities and advisory services through Royal Alliance Associates, Inc., a registered broker/dealer, Member FINRA/SIPC, and Registered Investment Advisor. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, DC, FL, GA, IL, KS, LA, MD, MA, MI, NV, NJ, NY, NC, OH, PA, TX, UT, VA, WA, and WI.
No offers may be made or accepted from any resident outside the specific states referenced.
Daniel F. Yasharel is also separately registered as an investment advisor representative under NWF Advisory Services, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: CA and TX.
California Insurance License 0678291