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Kite and Compass Financial
About
Financial Planning
Client Stories
Your CalPERS or CalSTRS Pension
FAQs
Insights
Book a free intro call
Kite and Compass Financial
About
Financial Planning
Client Stories
Your CalPERS or CalSTRS Pension
FAQs
Insights
Book a free intro call
About
Folder: Work With Me
Back
Financial Planning
Client Stories
Your CalPERS or CalSTRS Pension
FAQs
Insights
Book a free intro call
Kite & Compass Financial

Fee-only financial planning for curious overthinkers and people with a pension.

Located in San Jose, California —
the unceded ancestral land of the Ohlone people.
Serving clients nationwide via virtual meetings.

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  • Financial Planning
  • Leaving the Public Sector
  • Client Stories
  • FAQs
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  • Book a free intro call

Advisory services offered through Core Planning LLC, a Registered Investment Advisor. Disclosures

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