Compass Financial, LLC is a distinguished wealth management company based in San Diego, CA. Led by Scott Smith, an experienced and detail-oriented advisor, the firm offers personalized investment services that cater to the unique objectives and risk appetite of each client. With a focus on individual equities and exchange-traded funds, Compass Financial navigates its clients towards financial success through carefully structured portfolios and a commitment to long-term investment strategies.
Compass Financial serves a diverse range of clients, including businesses, professionals, foundations, non-profits, and individuals. Their services encompass 401K selection management, corporate investment accounts, pension management, education savings, and trust account management, among others. By prioritizing client needs and goals, Compass Financial has built a reputation for delivering reliable and tailored investment solutions that have helped clients achieve their retirement savings goals, experience tax relief, and embark on their financial journeys with confidence.
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