Retirement & Portfolio Management | Compass Investment Consulting

Compass Investment Consulting

Compass Investment Consulting is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help you seek growth, and conserve your wealth by delivering an unprecedented level of personalized service.

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We Are Here For You

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (858) 793-7172. We look forward to hearing from you.

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My Clients

I maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your goals to see if you’re a good match for my practice.

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Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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My Three-Step Process

STEP

1

Know What Works

I’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Know What You Own

I will present unique financial strategies designed to match your investor profile.

STEP

3

Know Your Risks

Life changes? Market volatility? I’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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