Financial Services across the Palm Springs metro
Inclusive and diverse-owned financial services businesses across the Palm Springs metro, not just the city itself.
Advisors, planners and insurance brokers working Palm Springs and the valley, a market with an unusual share of retirees, second homes and seasonal residents in it. Fee structures differ more than the category suggests, and the ones here publish theirs. Ask how a practice handles property and coverage across two states if you keep a home elsewhere.
All listings
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Where they are across the Palm Springs metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Palm Springs
- Compass Rose Financial Planning, Palm Springs (town center)
- Heslin Wealth Management, Palm Springs (town center)
- Insurance Simplistic Solutions, Palm Springs (town center)
Getting your money in order in Palm Springs? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Palm Springs metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Palm Springs
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
- Oct10PrideOC PrideOctober 10, 2026 · Santa Ana, CA
- Oct11PrideIndigenous Pride LAOctober 11, 2026 · Los Angeles, CA
- Oct25FestivalDía de los Muertos at Palm Springs Art MuseumOctober 25, 2026 · Palm Springs, CA
- Feb27FestivalCity of Palm Springs Black History Month Parade and Town FairFebruary 27, 2027 · Palm Springs, CA
Keep exploring
More across the Palm Springs metro
Each photo is from a listing in that category.
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
This WeekThis Week: Pride in Atlanta, a Parade in Philly and an Empanada Showdown in Ybor
Five things worth knowing for Oct. 2 to 11: Atlanta Pride, National Coming Out Day in Philadelphia, an empanada contest in Ybor and new listings.
Luke · October 2, 2026
70 Million People, One Label: What "Hispanic" Can and Can't Tell Us
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The Menu Is a User Interface
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Maybe "Authentic" Is a Terrible Word
Read moreFinancial Services in Palm Springs: questions people ask
How many financial professionals are listed across the Palm Springs metro?
Three right now, in Palm Springs. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.