Compass Rose Financial Planning & Investment Management
www.compassrosefp.comCompass Rose Financial Planning & Investment Management is the only Fee-Only Financial Planning Practice in the Palm Springs / Coachella Valley region. We specialize in helping you "Chart Your Future" financial success. Simply by contacting us, (760) 322-5200, we can schedule with you a free consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. You don't need to be a millionaire to benefit from financial planning. We help good people, just like you, to maximize the assets you have. Minimum Asset Requirement: $250,000 Contact us to start planning your journey today!
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Compass Rose Financial Planning & Investment Management is the only Fee-Only Financial Planning Practice in the Palm Springs / Coachella Valley region. We specialize in helping you "Chart Your Future" financial success. Simply by contacting us, (760) 322-5200, we can schedule with you a free consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. You don't need to be a millionaire to benefit from financial planning. We help good people, just like you, to maximize the assets you have. Minimum Asset Requirement: $250,000 Contact us to start planning your journey today!
Read moreCountry
State
California
City (Headquarters)
Palm Springs
Employees
1-10
Founded
2005
Estimated Revenue
$1 to $1,000,000
Social
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Cfp ( R ) Owner / Financial Planner
Email ****** @****.comPhone (***) ****-****Operations Manager
Email ****** @****.comPhone (***) ****-****Social Media Intern
Email ****** @****.comPhone (***) ****-****
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