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Upcoming Events

We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us!

The Compass Pointe Group Financial Summit

Thursday, August 25, 5:00 PM - 7:00 PM

Save the date for our Annual Financial Summit 2022. We are finally able to return to hosting an in person Financial Summit at the beautiful University of San Diego.

Thursday, August 25, 2022 at 5:00 p.m. Pacific Time

Contact Laurie Rouse to RSVP or learn more at:
[email protected] 

This seminar is financially sponsored by Blackstone and Thornberg, which are not affiliated with Stifel. Investment products offered through Stifel.