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Your Napa Valley Financial Advisor: Chal Daniels

Your Napa Valley Financial Advisor: Chal Daniels

Have you heard the expressions, "Two heads are better than one" or "Many hands make light work?"  That is how the Harvest Financial Team works for you. Chal works to provide financial advice, Frank works to help with Life Insurance Questions and Lily works to keep everyone organized.

The Harvest Financial team understands that your individual financial situation is unique and deserves an equally unique approach designed to put you on track to achieving your financial goals.

Our independent approach allows us to offer clients the most suitable options to pursue their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs

Chal Daniels

Founder & Financial Advisor

(707) 257-7281

(707) 255-6045

cdaniels@rr.firstallied.com

Chal is a Financial Advisor, as well as the Founder of Harvest Financial, LLC, a Registered Investment Advisor serving the people of Napa Valley. A native of Marin County, Chal earned an undergraduate finance degree and a Masters in...

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Frank Stahlschmidt

Insurance Representative

925-963-2590

fstahlschmidt@1stallied.com

Frank received his bachelors degree in journalism from the University of Missouri. He has lived in Northern California since 1976. Over the past many years, Frank established and built two extremely large Insurance and financial...

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Lily Turner

Administrative Assistant

707-257-7281

lturner@1stallied.com

Lily works to keep us on schedule. She will be calling to set up review appointments and follow up on projects we are working on. Lily will be doing a lot more once Chal figures out how this remote thing works. If her voice sounds like...
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Luke Okada

Client Service Associate

619-269-0819

Lokada@1stallied.com

Luke Okada was born and raised in Ventura County, California. He attended Moorpark Community College and graduated with a A.S. degree in business administration. After earning his associates degree he transferred to San Diego State...
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Nani Daniels

Compliance Officer & Office Manager

707-257-2784

tdaniels@rr.firstallied.co

Nani Daniels has returned to the office after several years absence. She enjoys working with clients and updating her computer skills. After many years working with children, Nani finds it refreshing to be out in the real world and...

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Samuel Kaminsky

Assistant to the Advisor

skaminsky@1stallied.com

Samuel received his Associates at The Culinary Institute of America in Hyde Park, New York. He continued to cook and farm for Thomas Keller, David Bouley, and Tory Miller in New York, California, and Wisconsin. He now lives in Napa,...

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