Because Life Doesn't Plan Itself
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.
Please use the menu at the top of the page to learn more about DFP, the services it provides, and what you can expect when working with us. Or, click below to schedule your free consultation with DFP now.