Hello, my name is Desmond Daly. Welcome to my Web site. I have created this web site to help you gain a better grasp of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.

As a CERTIFIED FINANCIAL PLANNER professional with Shuster Financial Group at AXA Advisors, LLC, I am dedicated to helping individuals and businesses build their financial futures. I'm here to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add my site to your list of "favorites" in your internet browser. Information is frequently updated and I wouldn’t want you to miss any new developments in the area of financial planning. Shuster Financial is not owned or operated by AXA Advisors, LLC or AXA Network, LLC.

AXA Group is the 14th largest corporation by revenues in the world according to Fortune magazine 2010.

To stay on top of my field and develop my professional skills over my 11 year career, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • CERTIFIED FINANCIAL PLANNER TM professional
  • FINRA Securities Registration: Series 7 and Series 65
  • California Life and Health Insurance License 0D22990

My academic achievements include:

  • A Bachelors of Science Degree from the Marshall School of Business at the University of Southern California (USC)
  • A Masters in Business Administration in Finance from California State University of Fullerton

My education, experience, and professional affiliations have fostered a practical approach to offering financial products and planning services to my clients. First, I’ll consider your specific financial goals. Working together, we’ll identify and prioritize your concerns and investment objectives, offer strategic advice specific to your needs, and develop implementation strategies that work for you. As a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I can then recommend the appropriate products and services to help you execute your strategy. To help you further, I can also work with a team of specialists throughout AXA Advisors’ national network. AXA Advisors does not provide legal or tax advice.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Past President of the South Orange County USC Club. www.SOCtrojans.com
  • Former mentor at Marshall School USC for five years.
  • Former board member of FACES (non profit aiding kids through transition of parents' divorce)
  • I offer ongoing educational seminars at company sites and hotels etc 
  • I have presented educational briefings at the French American Chamber of Commerce, Kaiser Permanente Medical Facilities, Raytheon, and the Jewish Community Center.
  • Topics that I have presented include “Smart Women Finish Rich”, “The Family Love Letter” and “Planning for Retirement Income”.

Raised in County Kerry, Ireland, I have lived in the the U.S. since 1980. I now reside in San Clemente, California with my wife Linda and three children, Natalia, Brendan and Callum.

Thank you for visiting and feel free to conatact me by email DDaly@ShusterFinancial.com or phone 949-833-5894 for follow up.

 

Securities and investment advisory services offered through AXA Advisors, LLC 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network Insurance Agency, LLC and its affiliates. The above-named individual is licensed to sell insurance in the following states: California Insurance Lic# 0D22990 and Ohio, and is registered to offer securities in the following states: California; and is registered to offer investment advisory services in California.

CFP ™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. For more information visit www.CFP.net

Third Party Insurer Disclosure

AXA Equitable does not issue health insurance, disability income insurance, group life insurance, dental plans, or vision plans. These products are issued by third-party insurers and are made available through an insurance brokerage affiliate.