Compass Financial

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San Diego, CA 92128
+1 (760) 522-1240
http://cfinllc.com

Compass Financial LLC, located in San Diego, CA, is an independent wealth management company that prioritizes personalized investment services. Founded by Scott Smith, the firm tailors each client's portfolio to align with their financial objectives and risk appetite, ensuring meticulous management that sets it apart from larger corporate investment firms.

Utilizing a unique approach that focuses on individual equities and exchange-traded funds, Compass Financial aims to achieve long-term success for its clients. Scott offers a range of services for both individuals and businesses, including retirement account management, corporate investment strategies, and non-profit funding solutions, all designed to foster financial growth and security.

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Visit our office today located in San Diego, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
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