Independently owned, Coachella Valley based, Registered Investment Advisor. Designed to provide a uniquely different experience from the big banks and brokerage firms in the marketplace. A full-time fiduciary, committed to doing what is in the client's best interest at ALL times. Because you should be able to trust your advisor, and count on the advice they provide you.
DFP does comprehensive financial planning with all clients. This allows us to understand your financial situation and goals, so that the advice we provide aligns with making those goals a reality. Our risk-focused investment approach allows us to tailor your portfolio to your specific risk tolerance level, while our financial planning program allows you to see how different levels of risk may affect your financial projections.
DFP does comprehensive financial planning with all clients. This allows us to understand your financial situation and goals, so that the advice we provide aligns with making those goals a reality. Our risk-focused investment approach allows us to tailor your portfolio to your specific risk tolerance level, while our financial planning program allows you to see how different levels of risk may affect your financial projections.
Services
Desert Financial Planning is a Registered Investment Advisor, built upon the foundation of comprehensive financial planning. We believe that every client deserves unbiased, competent, and personalized financial advice at a reasonable and transparent cost. As a full time fiduciary, we work every day to assist clients in planning for and reaching their goals in life.
DFP believes that all clients deserve prudent investment management, as well as comprehensive financial planning. This is why our business model was designed to include both of these services to all clients. The fee you pay to DFP covers the management of your portfolio (including securities transaction fees, and account/custodial fees), as well as ongoing financial planning services.
