Daniel Shahmoradian, CFP - Financial Planner

Daniel has been great to work with! He invests a lot of time with us to have a comprehensive look at our overall needs and then follows up regularly. Definitely recommend him to anyone who wants to wants to have a professional experience and a personal advisor who cares and goes beyond making a sale.
Jun 1st, 2021

Daniel knows what hes doing and how to guide you even when you barely know how to articulate your goals. His mind works in brilliant ways.
May 12th, 2021

I worked with Daniel in the entertainment industry. When he left to pursue a career in finance, while a little heartbroken, I told him there is no one else I would trust my finances with. Daniel goes above and beyond for his clients. He is smart, honest, & hard working. Bottom line is that my portfolio has done VERY well under his watch.
May 11th, 2021

Daniel is great! He's always available to answer our questions, and takes the time to help us truly understand!
Apr 7th, 2021

Mar 5th, 2021