Compass Financial

Meet Our Team

The Compass Financial Team

Meet our advisors! Each of us works to create a strong foundational connection, beginning with an understanding of your values and goals. Our team works to build relationships through trust as we help clients navigate the complexities of life.

Joni Deakins

Financial Advisor

(818) 995-9492

joni.deakins@ceterawealth.com

Founding Partner of Compass Financial. Although, I specialize in small business owners in various industries, I am uniquely positioned in the Entertainment Business having worked in that industry for 17 years as a talent agent, manager...

Mark Deakins

Financial Advisor

(818) 995-9492

mark.deakins@ceterawealth.com

Founding Partner, with my wife Joni. You could say my life experiences have led me to being a financial advisor. There have been times in my life when I could have used some sound financial advice and didn’t know where to find it...

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Our Services

We offer our clients a variety of innovative financial services to cover all aspects of your financial life.

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Our Approach

We make financial plans tailored to your unique situation. We want to help you live life more freely.

Our Approach

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Contact us to learn how you can pursue your best potential along the complex journey of your financial life.

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