CA · Palm Desert

Fiduciary advisors in Palm Desert, CA

2 advisors with offices in Palm Desert. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Palm Desert

Brandon Rosi, Financial Advisor with Keystone Private Wealth

★5.0(3)

Palm Desert, California

CFP

Retirement Planning

Brandon Rosi is a CFP-credentialed financial advisor at Keystone Private Wealth in Palm Desert, California, who brings experience from a healthcare background to financial planning work. He specializes in serving healthcare providers in private practice and operates as a fiduciary, offering financial planning, retirement planning, and asset management services. His approach emphasizes clear communication and understanding clients' short- and long-term objectives, informed by his training in physical therapy and insurance expertise.

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Keystone Private Wealth

Palm Desert, California

CFP

Retirement Planning

Keystone Private Wealth is an investment advisory firm in Palm Desert, California. Services include Financial Planning, Investment Management, and Retirement Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Palm Desert, California

Advisors serving Palm Desert specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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