Rad Brogden
Head of Financial Planning at Compass Wealth Management Llc
Based in Park City, United States
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Seniority
Director
Department
Finance & Accounting
Location
Park City
Industry
Financial Services
Company size
8
Contact information
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r•••••••@compasswealthmanagement.com
Phone
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Background
About Rad Brogden
If you have these questions when thinking about your personal finances, let me help you find the answers- Am I on track to meet my goals- Can I retire early- How can I consolidate my old 401ks- What is the best strategy to manage my equity compensation- Should I do a ROTH conversion- How can I maximize my social security benefit- How will health insurance costs impact my retirement- I set up Trusts years ago, what do they do- How much can I afford to gift to my children- What will happen to my assets when I die- Is my estate set up correctly? At Compass Asset Management, we provide fiduciary advice and support in a low-cost, fee transparent environment. From investment management to financial planning we offer a full suite of services to meet your needs. My goal is to help clients answer the difficult questions when it comes to planning for their financial goals.
Decision-makers
Other people at Compass Wealth Management Llc
- LPStaff
Lisa Popolizio
Portfolio Administrator · Operations
- RBDirector
Rad Brogden
Head of Financial Planning · Finance & Accounting
- SNStaff
Shane Neal
Financial Advisor - Cfp · Finance & Accounting
- ECStaff
Emily Clare Cafasso
Financial Advisor · Finance & Accounting
- JBC-Team
Jason Bear
President · General Business & Management
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