Port Washington, NY
Boyan Doytchinov
SVP & Wealth Advisor
Boyan Doytchinov is a seasoned financial advisor with 15 years of experience in wealth management. At Compound Planning, Boyan guides clients through complex financial decisions, evaluating various financial and planning implications to provide thoughtful recommendations. He takes pride in customizing client portfolios to match their unique circumstances and goals. He is also passionate about other areas of financial planning, including retirement, insurance, estate planning, cash flow management, and especially tax planning. Boyan earned a B.A. in Economics and an M.B.A. in Finance from Stony Brook University, where he was also President o...
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Experience
Snyder Wealth Group
11 years
Altfest Personal Wealth Management
4 years
Qualifications
Stony Brook University
Master of Business Administration, MBA
Stony Brook University
Economics, BA
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Chartered Financial Analyst
CFA®
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Insurance planning
Business owners
Dentists
Professionals
Retirees
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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