Broker Check
Daniel Yasharel

Daniel Yasharel

Certified Financial Planner/Wealth Manager

Daniel Farid Yasharel is a senior partner of NWF Advisory Group, Inc., and a member of the Financial Planning Association. He brings over 39 years of financial experience to each client relationship.
He specializes in assisting his clients in Behavioral Finance. Delivering on the value of behavioral finance and emotional competence, he distinguishes himself by doing more than just managing money. He adds 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 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 to 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®). He holds numerous other industry professional designations,. he also holds FINRA’s Series 7, Series 6, and 63. His practicing history can be reviewed at brokercheck.finra.org.
He previously taught the "Investments in Personal Financial Planning" course at the University of California, Los Angeles, UCLA.
Daniel is also keenly interested in industry compliance and is a FINRA industry arbitrator for California.
Qualifications and Education:
  • 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®
  • 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.