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Desert Financial

Planning

Because Life Doesn't Plan Itself

Independent

Independently owned, Coachella Valley based, Registered Investment Advisor. Designed to provide a uniquely different experience from the big banks and brokerage firms in the marketplace.

Fiduciary

A full-time fiduciary, committed to doing what is in the client's best interest at ALL times. Because you should be able to trust your advisor, and count on the advice they provide you.

Financial Planning

DFP does comprehensive financial planning with all clients. This allows us to understand your financial situation and goals, so that the advice we provide aligns with making those goals a reality.

Risk-Focused

Our risk-focused investment approach allows us to tailor your portfolio to your specific risk tolerance level, while our financial planning program allows you to see how different levels of risk may affect your financial projections.

Please use the menu at the top of the page to learn more about DFP, the services it provides, and what you can expect when working with us. Or, click below to schedule your free consultation with DFP now.

Desert Financial Planning
74399 Highway 111
Suite D
Palm Desert, CA 92260
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760-625-2551
Nolan.Saini@DesertFinancialPlan.com

Check the background of your investment professional on FINRA's 

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Investment Advisory Services offered through Desert Financial Planning, a Registered Investment Advisor. Nolan Saini, CFP® is an Investment Advisor Representative with Desert Financial Planning. Nolan Saini, CFP® is also a licensed insurance agent, CA Insurance License# 0L40524. 

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Desert Financial Planning does not provide legal or tax advice.  No content on this site constitutes an offer to buy any security or other product in any jurisdiction. Investments involve risk and may lose value, including loss of principal. Financial planning projections are not guarantees. 

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