Newport Beach, 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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Experience
Five Oceans Advisors
3.5 years
AdvicePeriod
2 years
AXA Advisors
3.5 years
Qualifications
CERTIFIED FINANCIAL PLANNER® Practitioner
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
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.
newsroom 2 MIN
Compound Planning crosses $2 billion of assets under management and 30 financial advisors
FOR IMMEDIATE RELEASE NEW YORK – Compound Planning , a leading digital family office known for its innovative approach to serving entrepreneurs, professionals, families, and retirees, today announced it reached a major milestone, passing $2 billion in assets under management (AUM). Since September 2023, Compound Planning has grown its AUM by more than 80% in less than a year. The digital wealth manager also announced it added 6 more financial advisors, bringing its year-to-date total to 21 advisors who have joined the company in 2024 alone. The Compound Planning team now boasts a deep bench of 30+ experienced financial advisors at the firm. "Managing $2 billion of client assets is a testament to our team’s dedication and the trust our clients place in us," said Christian Haigh , co-founder and CEO of Compound Planning. "Our rapid growth reflects our unwavering commitment to delivering top-notch financial planning and wealth management solutions to our diverse clientele. And it’s why we continue to attract exceptionally talented financial advisors. I am thrilled to welcome these six advisors, whose extensive experience and commitment to excellence further enhance the personalized, tech-enabled services we provide." With nearly 70 years of combined experience, each of these six advisors bring a wealth of knowledge and skills to Compound Planning: Andy Park : 10+ years of experience advising high-net-worth families and individuals at Curi RMB Capital and VennWell LLC. David Pender : More than 7 years advising a range of high-net-worth individuals and families at Fisher Investments. Jesse Porter, CFP®, CEPA® : 8+ years helping entrepreneurs, business owners, and affluent families optimize their financial lives at Five Oceans Advisors, AdvicePeriod, and AXA Advisors. Kristen Smith, CFP® : 10+ years of experience serving high-net-worth individuals and families at Empower, Personal Capital, and Resource Consulting Group. Reed Nothwang, CFP® : 9+ years of experience advising big law attorneys and tech employees at Cerity Partners, US Bancorp Investments, and Edward Jones. Scott Ward, CFP®, AIF®, AIFA® : 25+ years of experience advising health care and business leaders, physicians, entrepreneurs, and skilled professionals from various backgrounds at Johnson Sterling and GuideStone. About Compound Planning: As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high-net-worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients. For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com . Contact: Rob Stella, CFP® (617) 675-2311 [email protected]
newsroom 1 MIN
Compound Planning announces major milestone for its digital family office
Your personal family
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