PLANNING MAKES A DIFFERENCE

Schedule a free
consultation today
Image

PLANNING MAKES

A DIFFERENCE

SPEAK WITH A PROFESSIONAL TODAY!

About Steven Nuckols, Wealth Manager

Steven Nuckols is the President of Wealth Compass Financial with over 10 years of experience giving financial advice to investors and their families.


After graduating from BYU with a degree in Russian and a minor in business, Steven went directly into finance as an analyst helping investment advisors research and pick stocks for their clients. After a few years of doing this type of work, he decided to obtain his investment advisor license so he could work directly with clients to manage investments and create financial plans. This led him to found Wealth Compass Financial in 2017 and two years later in 2019, Steven and Tod met, merging their businesses.


Some Fun Facts About Steven:

  • Steven speaks fluent Russian and spent 2 years doing missionary service in Russia
  • He once dreamed of becoming a CIA agent
  • Steven was born in Batesville, IN, and lived in Paris from ages 1 to 6 before coming back to the U.S.
  • He has been surfing since he first moved to San Diego at the age of 13
  • Steven lives in Carlsbad with his wife and children

About Tod Lenhoff, CPA, Wealth Manager

As an integral colleague with Wealth Compass Financial, Tod is focused on aiding clients to realize their retirement dreams. Since 1982, throughout Los Angeles and San Diego counties, he has been helping clients to meet their financial goals by customizing strategies that fit each individual and their family.


As both a Wealth Manager and Certified Public Accountant (CPA), Tod combines tax and investment advice into a single practice. Tod is Series 6 licensed and holds his California Life Insurance license (#0C66534). He earned his Bachelor of Science in Business Administration, with an option in Accounting Theory and Practice, from California State University at Northridge.


Some Fun Facts About Tod:

  • His first public seminar taught finance to the native Eskimos of Kotzebue, Alaska, above the Artic Circle
  • He has managed the finances for dozens of actors, athletes, and musicians in Los Angeles
  • He was honored to be invited to Washington, D.C., where he met then-President, George W. Bush
  • He is a disgruntled member of the Hair Club for Men
  • Tod lives in Cardiff-by-the-Sea, California with his family

Investment Advisory Services are offered through Wealth Compass Financial, Inc. (“WCF”), a registered investment adviser. Insurance products are offered through Wealth Compass Insurance Services (“WCIS”), CA insurance license number 0D86632. Tax and Accounting services are offered through Wealth Compass Tax & Accounting, Inc. (“WCTA”). All entities are related and are doing business as “Wealth Compass”.