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Desert Financial Planning
Desert Financial Planning (DFP) is an independently owned, Coachella Valley based Registered Investment Advisor and full-time fiduciary. It provides...
Desert Financial Planning
Desert Financial Planning (DFP) is an independently owned, Coachella Valley based Registered Investment Advisor and full-time fiduciary. It provides comprehensive financial planning to all clients and uses a risk-focused investment approach to tailor portfolios to clients' risk tolerance. The firm offers ongoing investment management, formalized financial plans, and related planning services without a minimum account size.
General information
Firm type
RIA
Location
City
Palm Desert
Principals
Nolan Saini
CFP — owner and financial planner
Frequently asked questions
Who runs investment decisions at Desert Financial Planning?
No principal names or roles for Desert Financial Planning are publicly available. The firm's leadership structure has not been disclosed in regulatory filings, press coverage, or professional networking sites.
Does Desert Financial Planning participate in fund commitments or direct deals?
No information exists on Desert Financial Planning's involvement in fund commitments, direct investments, or co-investments. Public records do not indicate any portfolio holdings or investment partnerships.
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