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Financial Advisor Profile
Daniel Djordjevic
Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0F41358
About Me
Originally from the East Coast, my wife and I are proud to call Southern California home. I became a financial advisor because I love helping people solve complex puzzles and help them pursue their financial goals. Having grown up speaking English, Spanish, and French, navigating different languages and cultures has always been a natural part of my life. This background taught me early on that everyone has a unique perspective and story. It’s why my approach as an advisor centers on listening first, ensuring we build plans around addressing your specific needs. When I’m not partnering with members, you can usually find me staying active outdoors and enjoying everything our local lifestyle has to offer.
What Makes Me Different
Two things define me as a financial advisor: 20 years of industry experience and a commitment to total transparency. I believe you should never invest in something you don't understand. I strip away the complex financial jargon to give you a transparent view of your investments, fees, and risks. As a SDCCU Investment Services advisor, my goal is to serve members with the straightforward guidance they deserve.
Education & Professional Certifications
• Chartered Retirement Planning Counselor (CRPC®)
• FINRA Series 7, 66 licenses held through LPL Financial
• CA Insurance #0F41358
Services Include
- Comprehensive Financial Planning
- Wealth Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.