Desert Financial Planning

Desert Financial Planning (DFP) is a Registered Investment Advisor based in the Coachella Valley, founded on the principles of comprehensive financial planning, unbiased advice, and personalized service. We are independently owned, and our status as a full-time fiduciary means that we are committed to acting in our clients' best interests at all times. Our goal is to provide a different experience from big banks and brokerage firms, built on trust, transparency, and a deep understanding of our clients' financial situations and goals.

Our Services

DFP offers a range of services designed to help our clients plan for and reach their financial goals. These services include:

• Financial Planning: We work with all of our clients to create comprehensive financial plans that take into account their current financial situation, goals, and risk tolerance. This allows us to provide advice that is tailored to their specific needs and designed to help them achieve their goals.
• Risk-Focused Investment Management: Our investment approach is tailored to each client's specific risk tolerance level. We use financial planning software to project how different levels of risk may affect their financial goals, allowing clients to make informed decisions about their investments.
• Ongoing Support: We believe that financial planning is an ongoing process, not a one-time event. That's why we provide ongoing investment management, annual formalized financial plans, and regularly scheduled meetings to track progress and adjust strategies as needed.
• Unlimited Access: We encourage our clients to reach out to us with any financial questions or concerns, no matter how big or small. We provide unlimited access to our financial expertise, and use technology to make our relationship efficient and straightforward.

Our Team

DFP is led by Nolan Saini, CFP, who grew up in Ohio and obtained his Bachelor of Business Administration degree in Finance, with a minor in Financial Planning. Nolan has worked in the financial services industry for several years, gaining experience in financial planning and investment management while obtaining his Series 63 and 65 licenses, Life and Accident/Health insurance licenses, and his Certified Financial Planner certification. Nolan founded DFP with the goal of providing unbiased, personalized financial advice at a reasonable and transparent cost, and he continues to work with clients every day.

Working with DFP

At DFP, we believe that financial planning is a collaborative process that requires a deep understanding of our clients' goals, values, and concerns. That's why we work closely with each client to create a customized plan that takes into account their unique financial situation. We provide ongoing support and unlimited access to our financial expertise, allowing our clients to make informed decisions about their financial future.

If you're looking for a financial partner who is committed to your best interests, we encourage you to schedule a free consultation with DFP today. We look forward to working with you to help you achieve your financial goals.