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COMPASS FINANCIAL PLANNING

Main Office
600 108th Avenue Northeast, Suite 320 
Bellevue, WA

Seattle Office
701 5th Avenue
Columbia Center, Suite 1100
Seattle, WA

Phone:
  • (425) 945-1468 / (425) 945-1499
Fax:
  • (425) 454-6318

Flipbooks

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Videos

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Contact Us

Please feel free to contact us with any questions.

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The Compass Financial Planning Mission

Our mission is to create meaningful and lasting relationships with our clients that can be passed through generations.  With our consultative and holistic approach, our team is uniquely skilled in creating actionable recommendations by identifying risks and opportunities. Integrity is the foundation of our practice, as we are independent and all solutions are unbiased - aligning our goals with yours.

The Compass team includes our founders, associate advisors, paraplanners, administrative, and client relationship specialists.  We all work together to uphold the highest levels of service and our commitments to you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck