Compass Financial

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1654 Palomino Ln

Escondido, CA 92025

+1 (760) 522-1240

http://cfinllc.com

Compass Financial LLC, founded by Scott Smith, is a wealth management company based in Escondido, CA, offering personalized investment services tailored to individual client needs. With over a decade of experience, Scott manages each account with meticulous attention to detail, focusing on aligning portfolios with clients' financial objectives and risk tolerance.

Emphasizing a hands-on approach, Compass Financial utilizes individual equities and exchange-traded funds, steering clear of mutual funds typical of larger firms. The company caters to both individuals and businesses, providing a range of services, including 401K management, pension evaluations, and investment strategies for corporate accounts.

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