Compass Financial Planning LLC
Legal Name: COMPASS FINANCIAL PLANNING, LLC
1075 COURT ST.,, SUITE 206, SAN LUIS OBISPO, CA
(805) 888-1597
https://compassfinancialplanning.com
Frequently Asked Questions (FAQ)
Full Contact Details
Compass Financial Planning LLC
1075 COURT ST.,, SUITE 206, SAN LUIS OBISPO, CA
(805) 888-1597
Other Info
Compass Financial Planning LLC, a California Limited Liability Company, is a registered investment advisory firm with the SEC. With only one employee, who is in an advisory role, the number of clients served is unknown. The firm's most recent SEC status is "Approved," and its registration date is March 26, 2018.
San Luis Obispo, CA | Financial Life Management - Corvus Wealth Advisors, LLC — Corvus Wealth Advisors, LLC
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
Direct Owners
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CAROLYN JANE HERZOG
PRESIDENT/CHIEF COMPLIANCE OFFICER owns 75% or more