Member Since: July 2010
Company: Harvest Financial, LLC
Profession: Financial Planning
Power Group: Financial/Legal
Contact Number: 707-257-7281
- Financial Planning
- Asset Management
- Retirement Planning
Financial Planning, Chal Daniels, Harvest Financial, LLC, Advisor
After a 15-year career serving as a senior level financial executive to two family owned businesses, he struck out on his own as a financial advisor. Since 1994, Chal has had his practice in Napa, now located at 1728 Jefferson Street.
Chal is a fourth generation Northern California resident. He attended the University of Santa Clara where he received an undergraduate degree in business and a Master’s in Business Administration.
Chal and his beautiful wife, Nani, have five children, one son-in-law, and three grandchildren (coming event in September). When he’s not busy with his family or clients, Chal works with his church, serves with the National Association of Insurance and Financial Advisors, and takes Nani on as many dates as possible.
Chal’s business philosophy – “Imagine, Believe, Achieve” – is also the process he follows for clients as they work towards financial success.
Chal seeks to understand the concerns of his clients, find the right solution, and make sure the solution continues to meet their needs throughout their relationship.
Chal Daniels is a registered principal with, and offers securities through, First Allied Securities, Inc., a registered broker dealer, member FINRA/SIPC.
MEMBER 10 QUESTIONS
1.) How long have you been a BNI member? Since July of 2010
2.) What has BNI done for you? Gained clients, great business friends and advisors
3.) Why did you join BNI? To grow my business
4.) What does your company do? Provides financial advice to Napa Valley Families and Small businesses
5.) What is your job title? Financial Advisor
6.) What does your role entail, in a nutshell? Ask great questions, listen and provide a unique perspective to clients
7.) Why did you decide to take that direction? I love watching the ‘light bulb’ go off when we are discussing their financial future.
8.) How do you help your community? Serve in my Church and have joined a number of Boards over the years.
9.) What are your hobbies or activities of interest? Gardening, being out of doors and reading about great American Leaders,
10.) What is your key to success? Listen, ponder and communicate clearly