Daniel Beheshti
President/Owner/Senior Wealth Manager
Daniel Beheshti is the Founder and Senior Wealth Manager of Beheshti & Associates Private Wealth. His work begins with a structured financial plan and builds every investment and income decision around it.
He focuses on bringing clarity to how all parts of a client’s financial life interact, including cash flow, taxes, investments, and long-term obligations. The objective is to eliminate guesswork and ensure decisions are made within a coordinated framework rather than in isolation.
Daniel works primarily with business owners and high-net-worth individuals who are looking for a more disciplined and organised approach to managing their wealth. A central part of his process is identifying risks, inefficiencies, and structural gaps that are often overlooked, and stress-testing plans to understand how they may hold up under different market conditions.
He holds both the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations through the Investments & Wealth Institute.
- The CIMA® designation focuses on portfolio construction, manager selection, and risk management using an institutional framework.
- The CPWA® designation is designed for high-net-worth client situations and emphasises tax strategy, wealth transfer, and planning around complex balance sheets.
These designations support a disciplined, analytical approach to managing wealth, particularly where coordination and structure are critical.
Daniel’s philosophy is straightforward: strong long-term outcomes are driven by structuring decisions correctly, managing risk deliberately, and maintaining discipline over time.