Los Angeles, CA
Dimitry Farberov
Principal and Senior Wealth Advisor
Dimitry Farberov, CFA, CFP®, is a trusted financial advisor and independent fiduciary with over 17 years of experience helping clients navigate life’s major transitions. At Compound Planning, he partners with entrepreneurs, ambitious professionals, and retirees to tackle the complexities of wealth creation, preservation, and multi-generational planning. Dimitry knows that money can be both personal and complex. With deep expertise in capital markets, technical analysis, and behavioral finance, he crafts customized solutions that optimize tax strategies, estate planning, and portfolio management. But his role doesn’t end there—Dimitry is pa...
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Experience
Miracle Mile Advisors
5 years
IDB Capital
2 years
RSM Wealth Management
2 years
Comerica Wealth Management
5 years
Qualifications
University of California, Los Angeles
Bachelor of Arts in Political Science, Concentration in International Relations
NYU School of Professional Studies
CFP Certification, Financial Planning
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Chartered Financial Analyst®
CFA®
CA Insurance License
# 0F78277
Specialities
Investment Management
Public Equities
Financial Planning
Retirement Planning
Tax Planning
Equity Compensation
Estate Planning
Insurance Planning
Liquidity Event Planning
Behavioral Finance
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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