Daniel Farid Yasharel, CFP<sup>&reg;</sup> - Financial Advisor

Daniel Farid Yasharel, CFP®

MSFS, CDFA, BF

Senior Partner

NWF Advisory

11835 W Olympic Blvd, Suite 1155 East
Los Angeles, CA 90064
FINANCIAL ADVISOR'S WEBSITE
(310) 475-5854 CONNECT WITH Daniel
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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 with NWF Advisory Group, Inc. in Los Angeles and brings nearly four decades of experience to each client relationship. As a result of this experience, Daniel has also acquired keen insight into what people really care about in the world of finance after all these years. Specializes in tax planning, estate and retirement strategies, asset growth, and retirement income distribution to help clients achieve long-term financial security. Daniel is especially gifted at combining technical know-how with a human touch. As a Behavioral Financial Advisor™ (BFA™), he relates to the emotional aspects of financial decision-making. Since many tend to respond not only emotionally but impulsively, Daniel embraces the BFA™ training in supporting, guiding, and informing his clients so they may feel knowledgeable and confident through any market storm. Daniel is a Certified Divorce Financial Analyst. He assists clients who are going through divorce to be supported in as much depth or in as little detail within all the options for divorce and division of assets. His clients have ranged from top surgeons and mom-and-pop bakery owners to publicly traded company CEOs and law firm partners. To Daniel, it's all great for both parties in the long run: personalized advice and real relationships. Accademically, Daniel has a Master of Science in Financial Service from the American College of Financial Services. And this commitment to learning is there for all to see in his impressive collection of accreditations, which includes; • Master of Science in Financial Services–MSFS • Certified Financial Planner-CFP® • Certified Divorce Financial Analyst-CDFA • Behavioral Financial Advisor™-BFA • Accredited Investment Fiduciary-AIF® • Certified Plan Fiduciary Advisor-CPFA • Chartered Financial Consultant-ChFC • Chartered Life Underwriter-CLU • Retirement Income Certified Professional-RICP • Chartered Advisor in Philanthropy-CAP • Accredited Estate Planner – AEP Daniel has given back notable time as an Investments for Personal Financial Planning instructor at UCLA; he is also keenly interested in industry compliance and is a FINRA industry arbitrator for California.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

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

Insurance Licenses

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

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and insurance services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Investment advisory services are offered through NWF Advisory Services Inc. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. NWF Advisory Services, Inc. offers additional advisory services and operates independently of Osaic. Additional insurance services are presented through New World Financial and Insurance Services, Inc., which is not affiliated with Osaic Wealth. California insurance license number is 0678291
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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