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Daniel Israeli , CFP®, CFA, CPA

Senior Associate

El Segundo

Client Advisory

Biography

Daniel Israeli is a Senior Associate in the El Segundo/Beach Cities office. He is a member of the Multifamily Practice Office team, prepares financial plans, cultivates client relationships, and delivers personalized investment solutions to help clients achieve their long-term financial goals. 

Prior to joining Cerity Partners, Daniel was a Financial Service Advisor for Running Point Capital Advisors, where he specialized in comprehensive financial planning and client relationship management for high-net-worth individuals and families. He has also worked as an Advisor for Kennedy Wealth Management, a Tax Staff Accountant for Leo Berger & Associates, a Property Accountant for MWest Holdings, and a Forensic Accountant for PCG Consultants. 

In his spare time, Daniel enjoys watching and playing football and basketball as well as reading and traveling. 

Learn more about my practice.

Education

  • BS Accounting, Finance-Real Estate, Legal Studies, Indiana University Bloomington
  • MS Taxation, California State University, Northridge

Highlights

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Public Accountant, California
  • CFA® Charterholder
  • CFA Institute
  • CFA Society Los Angeles

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.