Compass Financial Planning
Compass Financial Planning (CRD# 153745) is a financial advisory firm headquartered in Rancho Cucamonga, CA. They manage $3,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Heitman (CRD# 1636384) is an Investment Advisor Representative working at Compass Financial Planning in Rancho Cucamonga, CA and has over 27 years of experience in the finance industry. James Heitman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Carreon (CRD# 6380811) is an Investment Advisor Representative working at Compass Financial Planning in Rancho Cucamonga, CA and has over 2 years of experience in the finance industry.