Retirement ahead. Or already here.
Questions about retirement income, risk, protection, or whether the pieces of what you already have work together.
Brian Daof · Los Angeles
Retirement income and financial protection.
I help people make sense of what they have, understand their options, and identify what may deserve a closer look.
Book a callClear explanations. No pressure.
2026 MDRT Member
Member, NAIFA Los AngelesCalifornia Insurance License #0L42241

How I help
My work focuses on insurance and annuity strategies for retirement income and financial protection. I do not manage stock or bond portfolios.
Questions about retirement income, risk, protection, or whether the pieces of what you already have work together.
Questions about protecting your family, preserving flexibility, and making sense of the options in front of you.
We start with why you booked and what feels unclear. Then we decide whether another conversation would be useful. Nobody expects you to make a decision on the first call.
Client experiences
“Brian was great And very easy to work with. There was no pressure in reviewing insurance premiums…”
“Brian was very helpful navigating the process. He was personable and explained everything to me fully so I felt comfortable and understood everything.”
“Brian, was patient and listened to my goals … He did not push products that I was not looking for. Great follow up.”
“Brian Daof was nice and patient and was able to help me with insurance for my family.”
Selected excerpts mentioning Brian from Google reviews posted on Wilshire Group Financial Services’ company profile. These reviews describe individual service experiences and are not a guarantee of future results.

A little about me
Hospitality, building a food brand, and becoming a husband and dad shaped how I think about money and what it makes possible.
Today, I bring that experience to my work with Wilshire Group Financial Services.
More about Brian and the teamStart here
You do not need to have everything organized. Start with the part that feels unclear.
Approaching retirement or already there?
Bring your questions about retirement income, risk, protection, and how the pieces you already have work together.
Book a Retirement Clarity CallStill earning, saving, and building?
Talk through what you are building, which dollars need flexibility, and what your family needs protected.
Book a Build & Protect CallAlready working with someone? A second opinion is welcome.
Prefer to call? (213) 259-8680