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  • Compass Rose Financial Planning & Investment Management

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    Financial Services

    About Us

    Coachella Valley's only NAPFA Registered Fee-Only Financial Planning & Investment Management firm.
    We provide Fiduciary Financial Planning and Asset Management services. We DO NOT sell products!

    Rep/Contact Info

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    Bob Machado, CFP, MBA, MSFP
    Owner / Certified Financial Planner (TM)
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