Daniel Farid Yasharel, CFP^®

MSFS, CDFA, AI

Senior Partner

NWF Advisory

11835 W Olympic Blvd, Suite 1155 East
Los Angeles, CA 90064

(310) 475-5854

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$1,000,000

General

Daniel Yasharel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NWF Advisory in Los Angeles, CA and the surrounding communities.

Financial Advisor Experience

Daniel Farid Yasharel is a senior partner in Los Angeles office of NWF Advisory Group, Inc. Mr. Yasharel is a member of Financial Planning Association, and brings over 30 years of financial experience to each client relationship. he specializes in estate and retirement planning, providing assistance with asset accumulation, retirement income distribution, and insurance products. He focuses on providing Financial Planning and Wealth Management services to affluent and high net worth clients. His practice centers around 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. Daniel has received his Master Degree in Financial Services (MSFS) from The American College of Financial Services in Bryn Mawr, PA. In addition, Mr. Yasharel has earned extensive designations in the field of financial planning, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Accredited Estate Planner (AEP), Chartered Advisor in Philanthropy (CAP), and Chartered Life Underwriter(CLU).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CAP, CPFA, BFA

Insurance Licenses

Life insurance: CA, MD, NY, VA
Health/disability insurance: CA, MD, NY, VA
Fixed annuities: CA, MD, NY, VA
Variable annuities: CA, MD, NY, VA

Broker-Dealer Affiliation

Osaic Wealth, Inc.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Retirement, Life Planning, Sudden Wealth