Daniel Itzhaki began his career at Tamar Securities in 2020 and uniquely works in a dual capacity at the firm, where he operates as a Financial Advisor-Research Analyst.
As a Financial Advisor, Daniel strives to provide personalized advice to his clients through extensive financial planning and tailored investment management solutions. As an Investment Analyst, Daniel works closely with the investment committee at Tamar Securities and provides in-depth analysis of the firm’s investments and asset allocations across all strategies.
Daniel studies Financial Analysis at California State University Northridge and holds a Series 65 license. He is a Level 2 Candidate for the Chartered Financial Analyst Designation. In his personal time, Daniel enjoys playing soccer and tennis, traveling the world, and spending time with his family and friends.