Lisa Nielsen – Wealth Compass Financial

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advisor-woman

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Lisa Nielsen

Bookkeeper

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Contact Us

Phone: 760.509.4000
Fax: 760.509.4646
Email: info@wealthcompass.com
California License #0D86642

Our Location

5860 Owens Ave., Suite 150
Carlsbad, CA 92008
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Investment Advisory Services are offered through Wealth Compass Financial, Inc. (“WCF”), a registered investment adviser. Insurance products and services are offered through Wealth Compass Insurance Services (“WCIS”), CA insurance license number 0D86642. Tax and Accounting services are offered through Wealth Compass Tax & Accounting, Inc. (“WCTA”). All entities are related and are collectively doing business as “Wealth Compass”. Neither the firm nor its agents or representatives may give legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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