• Compass Rose Financial Planning & Investment Management

    • Financial Services
    333 North Palm Canyon Drive, Suite #112-A, Palm Springs, CA 92262
    Palm Springs, CA 92262
    (760) 322-5200
    (760) 459-1970 (fax)
    Hours:
    By Appointment Only
    • About

      Coachella Valley's only NAPFA Registered Fee-Only Financial Planning & Investment Management firm.
      We provide Fiduciary Financial Planning and Asset Management services. We DO NOT sell products!

    • Whom to Contact

      • Bob Machado, CFP, MBA, MSFP
        Owner / Certified Financial Planner (TM)
        333 North Palm Canyon Drive, Suite #112-A, Palm Springs, CA 92262
        Palm Springs, CA 92262
        Phone: (760) 322-5200
        Cell Phone: (650) 270-4815
    • Directions

      Uptown North, Amado Center between Amado & Alejo, office faces Belardo Rd. & O'Donnell Golf Club, between The American Legion & Palm Springs Chamber of Commerce. Plenty of parking.

    • Upcoming DBA Events

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