Long is an experienced wealth advisor who works closely with clients to design and implement customized planning and investment solutions tailored to their objectives. He brings nearly fifteen years of wealth management experience working with high net worth and ultra-high net worth individuals and families. Long combines deep institutional portfolio management knowledge and a comprehensive planning background to help clients achieve their financial goals. Prior to joining Compound Planning, Long served as a Senior Wealth Advisor at Lido Advisors and Mission Wealth. He received his bachelor’s degree in economics with an emphasis in accounti...

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