Daniel Itzhaki earned a degree in Financial Analysis from California State University, Northridge, has passed Level I of the CFA Program, and holds the Series 65 license. With more than a decade of market experience, he serves on the firm’s investment committee, conducting equity research and investment analysis to support investment strategy and portfolio management decisions.
Daniel believes financial planning should encompass more than retirement alone. He works closely with clients to develop tailored investment strategies aligned with their broader life goals, helping them prepare for important milestones such as marriage, homeownership, and other major financial transitions. By balancing long-term wealth accumulation with near- and intermediate-term objectives, he strives to create flexible strategies that evolve alongside each client’s changing needs. As someone navigating many of the same life stages as his clients, Daniel brings a relatable perspective and a strong understanding of the financial decisions facing younger generations.