Daniel Shahmoradian, CFP - Financial Planner

Empowering high-income professionals with customized wealth management and efficient tax strategies

We help people with:

• Growing investments aggressively
• Creating guaranteed growth strategies
• Protecting your income
• How to save on taxes (both now and in the future - including tax sheltering strategies and estate tax planning)
• How to make sure your assets last you through retirement

Services include:

• Fee Only Plans
• Investment Portfolio Management
• Insurance Strategies
• Tax Optimization Consultation
• Unique Investment Strategies - Private Equity, Hedge Funds, Private Credit, Private Real Estate, Venture Capital

Located at 600 W Broadway #600, San Diego, CA 92101, Daniel Shahmoradian, CFP - Financial Planner operates as a financial advisor serving San Diego in California. This page gathers the practical details people usually look for before visiting: where it is, how to reach it, when it opens and how customers rate it.

Service businesses like this one usually respond fastest by phone or text. Be specific about location, the scope of work and any deadline, and keep a record of what was agreed. Prices for home services vary a lot between metro areas and suburbs, so comparing quotes is normal. Professional firms generally work from fixed fee schedules or hourly rates; ask for them in writing.

Hours are published for 5 days a week. The most common schedule is 8 am–6 pm. Note that it does not open on Saturday, Sunday. Hours in the United States do change around federal holidays and long weekends, so a quick call before a special trip is sensible. You can reach Daniel Shahmoradian, CFP - Financial Planner at (619) 230-8082; calling is usually the quickest way to ask about availability, prices or directions. Its website is danielshahmoradian.nm.com, where you may find menus, price lists or booking options.

On Google it holds a rating of 5.0 out of 5 from 11 reviews, which is a strong result for a financial advisor in San Diego and suggests consistent service.

San Diego is in California, on the West Coast, where the climate ranges from foggy coast to hot inland valleys, wildfire season can affect air quality in late summer, and traffic is the main thing to plan around. Getting around San Diego is easiest by car; street parking is metered in busy downtown areas, and most suburban businesses have their own lot. Ride-share apps such as Uber and Lyft operate across California's larger cities, and public transit varies from extensive to minimal.

Looking for alternatives? Browse all financial advisors & mortgage brokers in San Diego or explore other categories in the area from the links below. Details on this page come from public sources and may change; confirm anything important by phone before relying on it. Business owners can claim the listing to keep it up to date.