Desert Financial Planning

Desert Financial Planning (CRD# 293185) is a financial advisory firm headquartered in Palm Desert, CA. They manage $3,286,107 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
74399 Highway 111, Suite D, Palm Desert, CA 92260
https://www.desertfinancialplan.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $80,149
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Desert Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Nolan Saini, financial advisor Palm Desert CA
Nolan Saini
CRD#: 6338152
Palm Desert, CA

Nolan Saini (CRD# 6338152) is an Investment Advisor Representative working at Desert Financial Planning in Palm Desert, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals