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

Denver, CO

Nate Bengali

Principal & Senior Wealth Advisor

Nate is an experienced Financial Advisor with over 18 years of experience in Wealth Management. His 18 year career includes experience in Ultra high net worth family offices, institutional non-profits and fintech startups. Nate cares deeply about people and has made a career of providing unbiased financial advice to individuals and families of all ages and levels of wealth. Outside of work Nate enjoys playing golf and basketball. He currently lives in Denver, CO with his wife Kiira and two daughters Pella and Evie

(720) 356-0668

[email protected]

LinkedIn

Experience

Empower Personal Wealth

1 year

Personal Capital

9 years

Northern Trust

8 years

Qualifications

University of Colorado-Boulder

Political Science

Series 65

FINRA

Specialities

Investment management

Public equities

Financial planning

Retirement planning

Equity compensation

Estate planning

Business owners

Entrepreneurs

Retirees

Tech employees

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