A complete list of active advisors currently associated with Desert Financial Planning

Warmer can help you find a great advisor at Desert Financial Planning or one who fits your needs even better.

Desert Financial Planning serves individual investors as well as pension and profit‑sharing plans, trusts, estates and charitable organizations, delivering fee‑based investment advisory services, financial planning, and discretionary portfolio management. The firm also provides qualified retirement plan consulting and participant fiduciary advice for plan sponsors and participants, and manages approximately $7.9 million in discretionary assets. The firm follows a tactical allocation strategy intended to reduce risk and seek improved performance, generally implementing allocations using mutual funds and ETFs and occasionally employing cash positions as a hedge. Its investment process incorporates technical and cyclical analysis and may include both long‑term and short‑term trades tailored to clients’ objectives and risk tolerances. Noteworthy features disclosed in the brochure include offering ERISA fiduciary services (including roles described under Section 3(38) and 3(21)), participant education and plan‑level consulting, and operating an all‑inclusive wrap‑fee program where advisory and execution costs are combined. The brochure also discloses that the firm’s principal is licensed to sell insurance products and may receive commissions for those sales, a potential conflict of interest the firm identifies and discloses.

To learn more about the advisors currently working at Desert Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.