Financial Advisors · profile

Daniel Shahmoradian, CFP - Financial Planner

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
600 W Broadway #600, San Diego, CA 92101, USA · View on Google Maps Google Places
Phone
(619) 230-8082 Google Places
Website
danielshahmoradian.nm.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (11)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

No attribute evidence is currently established.

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Registration
registered investment adviser, broker-dealerdanielshahmoradian.nm.comSelf-published
Professional certifications
Daniel Shahmoradian, License #2e08fc2d-c11d-47e1-9df2-a178a8867182, United States · CFP, ChFC · CFPcfp.netIndependent editoriallinkedin.comSelf-published socialyelp.comAggregated
Services
investment brokerage services, investment advisory services · Tax planning, investment management, life insurance, estate planning, comprehensive financial planningdanielshahmoradian.nm.comSelf-publishedmapquest.comAggregated
Who they work with
Households with gross income over $300,000 or managing about $500,000 of assetsmapquest.comAggregated
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC
danielshahmoradian.nm.com Self-published ·
SpecialtiesOur team specializes in tax planning strategies. We work with households that loosely have a gross income of over $300,000 or are looking for help in managing about $500,000 of assets. We do not charge for preliminary planning analysis and feedback including tax strategy and investment allocation. We charge either flat fee for a one time engagement or for ongoing input and feedback we charge a percentage of assets. Our fees range from 0.5-1.5% We help clients setup investment strategies, tax shelters, tax advantaged investments, tax loss harvesting and diversification for risk mitigation, life insurance, insuring cashflow, minimizing estate taxes, guaranteed income streams, and how to setup and balance between high growth oriented investment allocations and more balanced guaranteed assets. We approach everything through a comprehensive plan including tax liability analysis and mitigation.
mapquest.com Aggregated ·
Daniel Shahmoradian, CFP - San Diego, CA
yelp.com Aggregated ·
Investment brokerage services provided as a Registered Representative of NMIS . Investment advisory services provided as an Advisor of NMWMC.
danielshahmoradian.nm.com Self-published ·
We work with households that loosely have a gross income of over $300,000 or are looking for help in managing about $500,000 of assets.
mapquest.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 16 mentions across the web and boiled them down to 15 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 15 confirmed facts · 16 mentions read
Fact Value Source Source date How we checked
Category Financial Advising yelp.comAggregated Verified
Category Financial Planner mapquest.comAggregated Verified
Category Financial service local.yahoo.comAggregated From page metadata
Category Financial Service local.yahoo.comAggregated Verified
Category Financial Services yelp.comAggregated Verified
Category Personal Financial Advisor yelp.comAggregated Verified
Main location ca · 2 sources mapquest.comAggregatedlocal.yahoo.comAggregated From page metadata
Main location us mapquest.comAggregated From page metadata
Professional certifications CFP yelp.comAggregated Verified
Professional certifications CFP, ChFC linkedin.comSelf-published social Verified
Professional certifications Daniel Shahmoradian, License #2e08fc2d-c11d-47e1-9df2-a178a8867182, United States cfp.netIndependent editorial Not dated Registry-verified
Registration registered investment adviser, broker-dealer danielshahmoradian.nm.comSelf-published Verified
Services investment brokerage services, investment advisory services danielshahmoradian.nm.comSelf-published Verified
Services Tax planning, investment management, life insurance, estate planning, comprehensive financial planning mapquest.comAggregated Verified
Who they work with Households with gross income over $300,000 or managing about $500,000 of assets mapquest.comAggregated Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry
CFP® certification Daniel Shahmoradian, License #2e08fc2d-c11d-47e1-9df2-a178a8867182, United States
Verified
On record at cfp.net

Self-asserted

2 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusNothing public to confirm this Nothing public to confirm this
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
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How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
2
Data refreshed
Compiled
Mentions → facts
16 → 15
Self-published Independent editorial

Sources consulted

Profile · daniel-shahmoradian-cfp-financial-planner-442e465db06b4158abe1536c5716d459 Category · Financial Advisors Published by Authoria