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Compass Rose Financial Planning & Investment Management jobs and careers

United States

About Compass Rose Financial Planning & Investment Management

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!

Employees
1 to 10
Headquarters
United States

Leadership

The top of Compass Rose Financial Planning & Investment Management's org chart, with how many people report into each leader.

BMPhoto of Bob Machado

Bob Machado

CFP(R) Owner / Financial Planner

Jobs at Compass Rose Financial Planning & Investment Management

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