Invest in What Matters Most.
Secure your family’s future with expert guidance and tailored financial strategies. Whether you’re planning for retirement, growing your investments, or just getting started—we’re here to help every step of the way.
Make Sense of the Future.
We believe financial clarity is key to making smart decisions. That’s why our team delivers straightforward advice, modern tools, and compassionate guidance to help you achieve your life goals with confidence.
For Individuals
Personalized advice to help you save, invest, and plan for the future—at every stage of life.
Business Coaching
Get a trusted partner who is fully invested in your longterm business success.
Our Services
Whether you’re building personal wealth or growing a business, our services are designed to support your goals with expert insight and a personal touch. From wills and trusts to retirement strategies, we’re your partner in every financial decision.
Navigate your financial future.
Our holistic approach to wealth building helps you align your investments, savings, and lifestyle with your long-term goals. Through personalized strategies, we aim to grow and protect your wealth with clarity, precision, and confidence.
Secure What Matters Most
Leave a legacy with intention. We help you structure wills and trusts that reflect your wishes, protect your loved ones, and ensure that your assets are distributed seamlessly—just the way you envisioned.
Protect Today, Plan for Tomorrow
Life is unpredictable, but your family’s future doesn’t have to be. We offer tailored life insurance solutions that provide peace of mind and lasting security—because the people you love deserve protection that lasts.
Retire with Confidence
Your golden years should be just that—golden. We help you map out a retirement strategy built on your vision, lifestyle, and financial independence. Let’s turn someday into a clear and confident strategy today.
Grow Your Business
We help businesses thrive with capital funding, commercial and mortgage loans, group health insurance, employee benefits, and retirement plans. OurzZZ wellness program also provides everyday health support for teams, individuals, and families.
Looking for a Financial Planner?
Meet David
David Jensen grew up on Long Island and carried on the family tradition of becoming a pilot. After spending time in Spain as an exchange student in college, he fell in love with the Latino culture and has utilized his bilingual skills throughout his career.
After a long career as a private business owner and professional pilot, David utilized his education and life experience to pursue a career in financial services. Today, he is a financial advisor who partnered with Compass Wealth Professionals, where he combines his technical knowledge with a relationship-focused approach to help clients navigate their financial journeys with confidence.
Fee-Based Services Available
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Take the next step.
Your financial future is worth planning for. Let us help you move forward with clear strategies, ongoing support, and a partner you can trust to be by your side.