Marco Miranda is a Client Manager with 4 years of wealth management experience. He primarily advises tech employees and entrepreneurs, providing tailored solutions and a holistic planning approach to assist clients in their financial goals. A strong communicator who thrives on collaboration, Marco supports two financial advisors and works alongside several Compound Planning team members to develop an individualized approach for each client. He specializes in secondary market liquidity, stock options, and diversification. Marco received his B.S. in Finance from Bowling Green State University. Before joining Compound Planning, Marco was a pri... More