Desert Financial Planning
Desert Financial Planning is a Registered Investment Advisor, built upon the foundation of comprehensive financial planning. We believe that every client deserves unbiased, competent, and personalized financial advice at a reasonable and transparent cost. As a full time fiduciary, we work every day to assist clients in planning for and reaching their goals in life. We take pride in our work, and are continuously striving to provide the ultimate customer experience. When you decide to work with DFP, you can be assured that you will have a partner who is dedicated to seeing your goals and dreams come to fruition.
Nolan Saini, CFP®
Nolan Saini is the owner of Desert Financial Planning, as well as a financial planner with the firm. Nolan grew up in Ohio, where he attended the University of Akron and obtained his Bachelor of Business Administration degree in Finance, with a minor in Financial Planning. He interned with an independent Registered Investment Advisory firm while in school, and upon graduating he relocated to Southern California where he accepted a position with one of the largest Independent Broker Dealers in the country. During his years with this company Nolan gained further experience with financial planning and investment management, while also obtaining: his Series 63 and 65 licenses, his Life and Accident/Health insurance licenses, and his Certified Financial Planner™ certification. However, Nolan felt that he had to make a change in his career, and that the best way for him to serve clients moving forward was to create an independent Registered Investment Advisory firm - and Desert Financial Planning was born. Nolan continues to work with clients every day, and looks forward to further growing DFP so that he is able to assist as many clients as possible with planning for, and achieving, their goals in life.
Working With DFP
DFP was created to help clients reach their goals, and has been designed to make that process both efficient and tailored to your specific needs. With our pricing model, you not only get ongoing investment management, an annual formalized financial plan, and regularly scheduled meetings to track your progress - but you also get unlimited access to our financial expertise. No matter how big or small the financial decision may seem, we encourage you to reach out, discuss it with us, and see how that decision may effect your other financial goals. Whether you will be sitting down with us at our Palm Desert office, or working with us from afar, we utilize technology to make sure our relationship is both straight forward and efficient. Whether it be signing applications on your mobile phone, accessing your account information at the click of a button, or setting up a virtual meeting to see and discuss your financial plan. We stand ready to assist you with planning for your dreams, and we encourage you to reach out and schedule your free consultation with us today.