Daniel F. Yasharel, MSFS, CFP

CONNECT

Address:

11835 W. Olympic Boulevard
Suite 1155 East
Los Angeles, CA 90064

Phone:

310 475-5854

Fax/Other:

310 773-9888

Products & Services

We have knowledgeable financial advisors that will help in:



    • Fee Based Portfolio Management
    • Comprehensive Financial Planning
    • Estate and Asset Protection Planning
    • Tax Planning
    • Retirement plans 
    • 401 (K) planning
    • Profit sharing plan
    • SEP, Simple IRA, Roth IRA
    • 403 (B) Planning
    • Executive Compensation
    • Charitable and Planned Giving
    • College and Educational Funds   





Products Offered 




    • Mutual Fund
      • No Load Mutual Funds
      • Load Mutual Funds


    • Common Stock  
    • Life Insurance
      • Variable Life
      • Whole Life
      • Universal Life 
      • Term Life


    • Long Term Care (LTC)
    • Disability Income
    • Health Insurance 
    • Education Funds 
    • Sec. 529 Plans
    • REIT (Real Estate Investment Trust)
    • Annuities
      • Fixed
      • Variable 







Compensation 




    • Fees
    • Commissions 




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck