Compound Planning crosses $2 billion of assets under management
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location

Orange County, CA

Jesse Porter

Vice President & Private Wealth Advisor

Jesse is a razor sharp financial advisor with robust experience throughout the wealth advisory industry. He has been a financial problem solver for high net worth and ultra high net worth clients for more than 8 years. As a Private Wealth Advisor at Compound, Jesse specializes in helping entrepreneurs and affluent families optimize their decision making around investing, tax avoidance, estate planning, business strategy, exit planning, and a host of other unique opportunities that arise. Jesse is passionate about diving deep for clients into waters outside the circle of competence for most wealth managers. Examples include tax avoidance st...

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(949) 704-0999

[email protected]

LinkedIn

Experience

Five Oceans Advisors

3.5 years

AdvicePeriod

2 years

AXA Advisors

3.5 years

Qualifications

Certified Financial Planner™

CFP®

Certified Exit Planning Advisor

CEPA®

California State University Long Beach

Business Economics

Series 65

FINRA

Specialities

Investment management

Public equities

Fixed income

Alternative investments

Financial planning

Retirement planning

Tax planning

Estate planning

Exit planning

Liquidity event planning

Entrepreneurs

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