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!
View Top Employees from Compass Rose Financial Planning & Investment Management| Website | http://www.compassrosefp.com |
| Revenue | $436000 |
| Employees | 3 (2 on RocketReach) |
| Founded | 2005 |
| Address | 333 N. Palm Canyon Drive Suite 112-A, Palm Springs, California 92262, US |
| Phone | (760) 322-5200 |
| Technologies |
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| Industry | Financial Services, Finance General, Financial Planning, Finance, Goals & Objective setting, Investment Management, Retirement Planning |
| Web Rank | 28 Million |
| Keywords | Fee Only Fp |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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Compass Rose Financial Planning & Investment Management Questions
The Compass Rose Financial Planning & Investment Management annual revenue was $436000 in 2024.
2 people are employed at Compass Rose Financial Planning & Investment Management.
Compass Rose Financial Planning & Investment Management is based in Palm Springs, California.
The NAICS codes for Compass Rose Financial Planning & Investment Management are [52393, 523, 5239, 52].
The SIC codes for Compass Rose Financial Planning & Investment Management are [62, 628].
Top Compass Rose Financial Planning & Investment Management Employees
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ViewDavid Warner
Business Manager at Compass Rose Financial Planning & Investment Management
Palm Springs, CA, US34 -
View
Michael Crick
Operations Manager at Compass Rose Financial Planning & Investment Management
Palm Springs, CA, US22
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