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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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