Welcome to our videos page where our Founder & President, Jim O’Donoghue, discusses helpful topics related to selecting and working with a Financial Advisor.
Are you thinking about working with a Financial Advisor but are unsure how to compare services and costs? In this video, Jim explains what differentiates Compass Rose from many of its competitors.
Often, prospective clients ask us how to get started? In this video, Jim discusses what our first steps are when meeting with potential new clients and how that process can be both educational and productive.
What is it, exactly, that Compass Rose does? Jim explains our areas of focus and how we support our clients throughout all stages of their financial lives.
In our latest video, Jim draws an analogy between physical health and financial health with a guest appearance by his trainer, Angela Garcia of AG Fitness.