Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
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location

San Francisco, CA

Mark Patzer

Senior Wealth Advisor

Mark Patzer is a highly experienced financial advisor with over 10 years of experience. At Compound Planning Mark advises a select group of entrepreneurs, tech employees, and pre-retirees to simplify their financial lives so they can focus on what they are most passionate about. Mark's strength lies in his ability to understand the complexities around stock & options management, tax, estate and trust design, and portfolio management to help build wealth not only in the present but across generations. Mark graduated from San Diego State University with a bachelor's degree in International Relations & National Security Studies, with a focus ...

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(858) 326-5484

[email protected]

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Experience

Miracle Mile Advisors

2 years

Karp Capital Management

2 years

Boyd Wealth Management

2 years

Presidio Capital Management

2 years

Qualifications

San Diego State University

Bachelor's Degree, International Relations & National Security Studies

Specialities

Financial planning

Retirement planning

Tax planning

Equity compensation

Insurance planning

Liquidity event planning

Business owners

Doctors

Retirees

Tech employees

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