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Desert Financial PlanningFinancial advisor in Palm Desert, CA

Desert Financial Planning is a financial advisor at 74399 CA-111 Ste D, Palm Desert, CA 92260, ranked #16 of 49 financial advisors in Palm Desert and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Palm Desert, CAUpdated 0 paid placements in any rankingHow we rank

Call (760) 625-2551Website ↗

Key facts

Key facts about Desert Financial Planning
Address74399 CA-111 Ste D, Palm Desert, CA 92260Get directions
Phone(760) 625-2551
Websitedesertfinancialplan.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Palm Desert and 7 towns within 25 miles: Rancho Mirage, La Quinta, Cathedral City, Indio, Coachella, Palm Springs and Desert Hot Springs.

Based in Palm Desert, CAView on map

Opening hours

Opening hours for Desert Financial Planning
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Desert Financial Planning

How is Desert Financial Planning ranked in Palm Desert?

Desert Financial Planning is ranked #16 of 49 financial advisors in Palm Desert by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Desert Financial Planning’s hours?

Desert Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Desert Financial Planning serve?

Serves Palm Desert and 7 towns within 25 miles: Rancho Mirage, La Quinta, Cathedral City, Indio, Coachella, Palm Springs and Desert Hot Springs. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Desert Financial Planning?

Desert Financial Planning has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Desert Financial Planning?

Call Desert Financial Planning on (760) 625-2551. The business is at 74399 CA-111 Ste D, Palm Desert, CA 92260. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Desert Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Desert Financial Planning (this business)—645.0 (5)NoNo
Bank of America (with Drive-thru ATM)#14653.7 (23)NoNo4.8 mi
All County Desert Property Management#15644.4 (258)NoNo4.2 mi
Transitions Financial Planning#17645.0 (8)NoNo5.8 mi

See all 49 ranked financial advisors in Palm Desert