News & Events

Jude Chagas Pereira

Dear Rakesh,

It has been a great pleasure to have worked with you over the last few months to put in place a complete financial strategy for my family and myself.

The entire interaction was based on a complete review of my life goals, my financial status, my savings capacity, and the lifestyle desired.

After carefully assessing the above, we received a simple, transparent investment plan that met my needs.

The professional service throughout the entire process has ensured that both Anahita and I are fully protected and secured from all eventualities.

I highly recommend Compass Financial Solutions and yourself as a knowledgeable and ethical financial planner.

Event Details

Jude Chagas Pereira

12 - Jul - 2024