Compound Planning crosses $2 billion of assets under management
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location

Vancouver, WA

David Pender

SVP, Wealth Advisor

David Pender is a highly experienced financial advisor with over 7+ years of wealth management experience. At Compound Planning, David advises a range of high-net-worth individuals and families, providing customized financial solutions that align with their unique needs and objectives. David is passionate about financial security and longevity making it into a career by providing objective financial advice to individuals and families of all ages and wealth. Prior to Compound Planning, David spent 7 years at Fisher Investments. He received his degree in Biology at San Francisco State University before deciding to turn his passion into a care...

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(408) 758-6336

[email protected]

LinkedIn

Experience

Fisher Investments

7 years

Qualifications

San Francisco State University

B.A. Biology

Series 65

FINRA

Specialities

Investment management

Financial planning

Retirement planning

Risk management

Liquidity event planning

Asset allocation

Cryptocurrency

Behavioral finance

Business owners

Doctors

Executives

Retirees

Tech employees

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