Compass Wealth Management

Our Services

Use the Up and Down arrow keys to navigate between tabs. Press Enter or Space to activate a tab.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.

Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy.

401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

contact us

Contact Us

310.421.1042
500 Silver Spur, 
Suite 105, 
Rolling Hills Estates, CA  90275
Request Information
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals
two people on a beach at sunset

2025 Midyear Outlook: Opportunities amid uneven terrain

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2025’s second half and beyond.

Get the report

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, HI, ID, KS, MD, MT, NC, NM, NV, OH, OR, TX, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2025 Wells Fargo Clearing Services, LLC. All rights reserved.