Meet Your Advisor
Mark Pomeroy, CFP®
I Graduated with a degree in Finance and Economics from Grand Canyon University.
CERTIFIED FINANCIAL PLANNERTM with over 15 years of experience.
Mark enjoys helping families navigate their financial lives by designing strategies to help them create, protect, preserve, and distribute their wealth.
Prior to following his entrepreneurial desire to create Compass Wealth Planning he served as a Wealth Manager at a boutique wealth management firm and for a fortune 100 company based in San Antonio. Mark provided comprehensive advice to USAA’s high net worth clientele for most of his career. He draws on his extensive knowledge and experience in advising clients on retirement and estate planning advice, investment analysis, and risk management.
Mark is born and raised in Arizona and enjoys reading, playing sports, and spending time with friends and family.
Our Mission Statement
Compass Wealth Planning’s mission is to guide people through their financial lives to reach their goals and obtain financial peace of mind.