Brian Daof

About Brian Daof

I\'m a third-generation financial professional helping families in LA and beyond build smarter retirement strategies and protect their legacies.After years of watching my family serve the community through personalized insurance planning, I joined the business with a mission to modernize how we talk about money — bringing clarity, confidence, and care to the table.I specialize in tax-advantaged solutions like Indexed Universal Life (IUL), annuities, and income planning for self-employed entrepreneurs, small business owners, and new parents like myself.Let’s connect if you want honest financial guidance, a legacy-first mindset, or you’re just curious about what’s better than a 401(k).

Experience

1. Licensed Retirement Specialist Family-owned Insurance Firm

   Wilshire Group Financial Services

   Sep 2016 — Present · Los Angeles, CA, US

   Helping individuals, families, and business owners build long-term financial strategies through modern retirement and protection planning. As a third-generation financial professional, I focus on legacy-minded solutions that go beyond the basics.What I Do:– Design tax-free retirement strategies using Indexed Universal Life (IUL), annuities, and income tools– Guide business owners on alternatives to traditional 401(k) plans– Simplify and consolidate underperforming or high-fee retirement accounts– Structure disability, critical illness, and legacy coverage– Educate clients through workshops, content, and personal consultationsWho I Help:– Entrepreneurs and self-employed professionals– Families focused on generational wealth– Pre-retirees maximizing income and minimizing taxes– Parents building financial security for their children

Education

• Antelope Valley College

  Liberal Arts and Sciences/Liberal Studies

  2008 — 2010

Skills

• Relationship Building
• Front Office
• Beer
• Inventory Management
• Food Service
• Inventory Control
• Hygiene
• Credit Analysis
• Hotels
• Sanitation
• Profit
• Alcoholic Beverages
• Food Safety
• Grocery
• Food
• Bartending
• Cash Handling Experience
• Fine Dining
• Catering
• Pos
• Time Management
• Hospitality Management
• Cashiering
• Financial Transactions
• Labor Control
• Coffee
• Restaurants
• Food & Beverage
• Cash Register
• Customer Service
• Customer Satisfaction
• Restaurant Management
• Culinary Skills
• Sales
• Cooking
• Hospitality
• Serve Safe Certified
• Servsafe
• Food Preparation
• Direct Sales