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Daniel Shahmoradian

Financial Planner - I help professionals achieve financial confidence and peace of mind

Daniel Shahmoradian, CFP®, ChFC®, is a Financial Advisor at Northwestern Mutual specializing in helping high-income families in the tech and healthcare sectors.3 He is based in San Diego, CA 92131.23 Shahmoradian received his degree in Finance from Penn State University and has a background in the television industry, where he worked in finance at the corporate level.4

As a Financial Advisor, Shahmoradian offers services including:

  1. Financial planning for medical professionals, individuals in tech, attorneys, and Washington State employees6
  2. Tax efficiency strategies for clients5
  3. Whole life insurance guidance6
  4. Tax planning and advice on obtaining larger tax refunds7

Shahmoradian holds several professional designations, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).15 He is also an Insurance Agent of NM (Northwestern Mutual) and an Agent of NLTC.2

At Northwestern Mutual, Shahmoradian is part of Quantum Wealth Management, which provides access to a network of specialists locally and across the country.1 His office phone number is (619) 230-8082.1

Related Questions

What specific services does Daniel Shahmoradian offer to high-income families in tech and healthcare?
How does Daniel Shahmoradian's background in the television industry influence his financial advisory approach?
What are some common financial challenges Daniel Shahmoradian helps professionals in medical and tech sectors overcome?
How does Daniel Shahmoradian integrate tax efficiency into his financial planning strategies?
What qualifications and certifications does Daniel Shahmoradian hold beyond his CFP® and ChFC®?
Daniel Shahmoradian
Daniel Shahmoradian, photo 1
Daniel Shahmoradian, photo 2
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Location

San Diego, California, United States