Sponsor Speakers
Daniel Yasharel
Senior Partner, Wealth Manager
NWF Advisory
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.