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."

"I met Daniel at a networking event and we connected right off the bat. He was kind and comfortable to speak with. He always takes the time to check in with us to talk family and business. Over time we've developed a strong working relationship. During our meetings with Daniel and his team, they were transparent and we felt at ease. Highly recommend Daniel."

"My wife and I truly enjoy working with Daniel. Daniel is extremely knowledgeable and professional and you can tell he cares a lot about doing a great job for you. Daniel genuinely takes the time to get to know you and your financial/life goals and he works tirelessly to help you achieve them."

"Daniel has been a great financial advisor for our personal insurance and investing as well as our business. At every turn he has been there weather we need a recommendation for a business coach, an accountant or insurance for our aging family members. He is professional but also very personal checking up on our company during COVID and providing us with a wealth of information for us to research to aid in our company's growth and our person finances. We truly enjoy working with him."

"I had worked with Financial Advisors, researched and interviewed them for several years. I enjoy very much the experience of working with Daniel and his comprehensive, holistic, pragmatic yet proactive approach, but primarily I enjoy his thoughtful and balanced manner, his knowledge really, I have come to know that he is wired to recommend insightful careful management advice, never forgetting who he is working for and how important their life's plan and savings are, moreso their life decisions involving, affecting and relating to them. He has a servant focus and wants the best for his clients in their particular situation. He's not selling products, he's providing true service. He's very smart and passionate in his providing of solid plans and reccomendations. I greatly value Daniel's integrity, honesty and transparent style that comprose who he is We trust him. He works very hard to tap into experiences and education to ensure he's always up on critical information and balanced treatment of planning. He serves us on all of our Financial Portfolio and Insurance and related Planning needs. I have recommended him to all my friends and associates with confidence and enthusiasm."