Brad Porter is a highly experienced financial advisor with over 10 years of experience in the wealth management industry. At Compound Planning, Brad advises a select group of clients comprised of business owners, executives, founders, and professionals, providing bespoke financial solutions that align with their unique needs and objectives. Brad is passionate about helping clients to live better financial lives and is committed to fostering long-term relationships in the process. He specializes in simplifying financial complexity and generating successful outcomes for clients in the areas of concentrated stock position management, equity c...

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