Daniel Shahmoradian 

Financial Planner

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

I was born and raised in North County San Diego. I live in the Rancho Bernardo area with my wife of three years and spend most of my spare time with friends and family. We love working with charities and volunteering at our church’s youth ministry. I love getting to do what I do and believe it is a true blessing to be able to serve others.


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