Chicago, IL
Andy Park
SVP, Wealth Advisor
Andy Park is a seasoned financial advisor with over a decade of experience in wealth management. At Compound Planning, Andy specializes in advising high net worth families and individuals, crafting customized financial strategies that perfectly align with their unique needs and life goals. As a dedicated professional, Andy fosters strong relationships with his clients, ensuring they receive exceptional service, education, and comprehensive financial planning. He has a keen interest in technology and often highlights the importance of cybersecurity in safeguarding his clients' financial interests. Andy holds a B.A. in Economics from Carleton...
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Experience
Curi RMB Capital
7 years
VennWell LLC
4 years
Qualifications
Carleton College
Economics, BA
Trinity International University
Counseling Focus, M.Div
Series 65
FINRA
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Risk management
Liquidity event planning
Asset allocation
Cybersecurity
Business owners
Doctors
Entrepreneurs
Retirees
RESOURCE manual
The personal finance Manual for attorneys and partners
We’ve written a number of articles about how to manage your finances at every stage of your legal career — from associate to retirement
RESOURCE manual
Navigating the financial transition from associate to partner
The promotion from associate to partner can be a defining moment in any lawyer's career. After years of hard work and dedication, you've finally earned your place at the table. But along with this prestigious title comes a whole new set of financial considerations and responsibilities.
RESOURCE event
Young Partners Accelerator — Sept. 27-28, 2024
Young Partners Accelerator is an exclusive structured program that leads to actionable plans to accelerate the performance of young partners in management, revenue generation, and client relations in the legal sector.
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