Financial advisors in Palm Desert

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


36921 Cook St, Suite 101

Palm Desert, CA 92211


M-Th: 8am - 5pm

Fri: 8am - 1pm

Sat & Sun: closed


Meet our advisors

Erik Jensen, CFP®

Managing Director

Benjamin English

Wealth Advisor

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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