The Schwarber, Shaner Group Team Photo
The Schwarber, Shaner Group
Merrill Lynch Wealth Management
21215 Burbank Blvd
Woodland Hills, CA 91367
(818) 227.6387
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Mission Statement
The Schwarber, Shaner Group has an impressive track record of educating and guiding multiple generations of affluent clients in all facets of their financial lives. They place emphasis on exceptional client care and are mindful that time is a precious commodity in today's world.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Daniel Schwarber
Senior Vice President, Senior Financial Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2024
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Show more recognition
The Schwarber, Shaner Group Team Photo
The Schwarber, Shaner Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Daniel Schwarber,

CRPC™

Senior Vice President, Senior Financial Advisor
818.227.6378
Stephen Shaner,

CFP®

Senior Vice President, Wealth Management Advisor
818.227.6324
Roxana Magnani
Assistant Vice President, Senior Financial Advisor
818.227.6387
Sandra M Courser
Registered Senior Wealth Management Client Associate
818.227.6347
Stephanie Man Le Seng
Registered Wealth Management Client Associate
818.227.6311
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.