Vancouver, WA
Matt Faubion
VP, Wealth Advisor
Matt Faubion is a CFP® pro, bringing 12+ years of wealth advisory experience to Compound Planning. At Compound Planning, Matt advises a select group of entrepreneurs and tech employees, providing customized financial solutions that align with their unique needs and objectives. Matt specializes in situations unique to those with equity compensation, concentrated equity positions, and closely held businesses, such as stock option management, tax strategy, portfolio management, and estate and wealth protection strategies. Prior to joining Compound, Matt’s experience ranges across the wealth management space, having worked for top RIAs and foun...
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Experience
Faubion Wealth Management
4.5 years
Catalyst Private Wealth
1 year
Destination Wealth Management
2.5 years
ClearPath Capital Partners
4.5 years
Qualifications
San Jose State University
B.S. Economics
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Specialities
Investment Management
Alternative Investments
Financial Planning
Tax Planning
Equity Compensation
Risk Management
Exit Planning
Liquidity Event Planning
Asset Allocation
Cryptocurrency
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.
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