Compass Rose Financial Planning is Coachella Valley’s quintessential Fee-Only Financial Planning practice and Fiduciary for our investors, while maintaining the lowest fee of any CFP® in this location.

Bob Machado is a Fee-Only CFP® Practitioner with a Masters Degree in Financial Planning, specializing in Investment Management and Retirement Planning. Compass Rose Financial Planning was the recipient of the Desert Business Association’s 2019 Business of the Year Award.

Call us today to schedule a complimentary consultation, and allow us to show you the benefits that result from a financial plan tailored to help you achieve your goals.