meet Scott
foundation & non-profit investment accounts
Scott Smith, Founder of Compass Financial LLC
Scott got his start in investment advising in 1987, after he finished his three-year service in the U.S. Army, where he gained qualifications in both communications and computer science. After relocating to San Diego, Scott began work in IT field with the San Diego Superior Court, where he worked for ten years before starting Compass Financial, LLC in 2007 and transitioning full-time to investment advising.
Since then, Scott has acquired a wide variety of clients and businesses and helped numerous clients achieve their financial goals, including his two daughters. He launched Compass to help everyone achieve stability and success, and in addition to high profile investors, dedicates a percentage of his clientele to taking on young professionals entering the finance world. Scott finds the greatest amount of joy in educating young professionals on the basics of investing and retirement and setting them up for future financial security. In addition to educational outreach, Scott can be found growing his network, accepting teaching opportunities, and the occasional radio appearance.
Scott Smith, Founder of Compass Financial LLC
Scott got his start in investment advising in 1987, after he finished his three-year service in the U.S. Army, where he gained qualifications in both communications and computer science. After relocating to San Diego, Scott began work in the IT field with the San Diego Superior Court, where he worked for ten years before starting Compass Financial, LLC in 2007 and transitioning full-time to investment advising.
Since then, Scott has acquired a wide variety of clients and businesses and helped numerous clients achieve their financial goals, including his two daughters. He launched Compass to help everyone achieve stability and success, and in addition to high profile investors, dedicates a percentage of his clientele to taking on young professionals entering the finance world. Scott finds the greatest amount of joy in educating young professionals on the basics of investing and retirement and setting them up for future financial security. In addition to educational outreach, Scott can be found growing his network, accepting teaching opportunities, and the occasional radio appearance.
BECOME A CLIENT
Contact Compass Financial, LLC today, and start your success story now. Scott will meet with you in person
to discuss the details of your individual needs and financial goals, before designing your personal investment
portfolio and charting your path to financial freedom