Financial Services
Compass Rose Financial Planning
Palm Springs, CA
Compass Rose Financial Planning is the Coachella Valley's fee-only financial planning practice, a fiduciary for its investors.
Bob Machado is a fee-only CFP® practitioner, and the fee structure and the reasoning behind fee-only work are both published on the site.
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How we sourced this
Built from the business's own website (https://compassrosefp.com/). It is listed as LGBTQ+ owned and operated in the Gay Desert Guide's Coachella Valley business directory.
- LGBTQ-owned — · source
The Gay Desert Guide's Coachella Valley directory labels this business LGBTQ+ owned and operated. That is the guide's own label rather than a statement we have taken from the business.
Identity and ownership tags are never inferred. Certifications and recognitions belong to their respective organizations.
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