Adam Coleman is a Senior Wealth Advisor at Compound Planning with over 15 years of experience spanning corporate finance and wealth management. After a successful career at a large technology company, Adam transitioned into financial advising to pursue his lifelong passion for helping others achieve financial independence. At Compound Planning, Adam advises executives, business owners, and tech employees, helping them make confident decisions around complex compensation, liquidity events, and taxes. He empowers clients to simplify financial complexity, optimize after-tax outcomes, and turn equity and income into long-term financial independe... More