Compass Financial, LLC
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San Diego, CA & Online
About
I take an active approach to helping my clients. I reach out to them periodically to discuss how their account(s) are doing.
I enjoy the hearing the excitement from my clients when they realize it isn't complicated.
Highlights
19 years in business
Serves San Diego, CA
Offers online services
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
I mostly discover what the client has and needs.
What education and/or training do you have that relates to your work?
I have a MBA and I have been in the business for over 12 years.
Services offered
Financial Services And Planning