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Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars

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Compound Planning Advisors Honored as 2025 Forbes Top Next-Gen Wealth Advisors

NEW YORK - Compound Planning , a leading digital family office reimagining wealth management for the next generation, announced today that two of the firm’s advisors have been named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list: Nicholas Garcia – San Francisco, California (Northern CA) Tara Shulman – New York, New York (NYC) This latest recognition highlights the impact Compound’s next generation advisors are making in the industry. Through its modern, tech-enabled platform, team, and services, Compound empowers advisors to deliver proactive, holistic planning tailored to the evolving needs of today’s high-net-worth clients. “Being named to Forbes’ 2025 Top Next-Gen Wealth Advisors Best-In-State list is incredibly rewarding. Since I joined Compound Planning in 2021, the firm has given me the platform to serve people at technology and crypto companies,” said Tara Shulman . “My team’s ability to understand their challenges and build technology to help them make sense of financial decisions unique to their industries is what allows clients in these fields to finally see how their entire balance sheet fits into the bigger picture.” “It’s an honor to be recognized by Forbes alongside so many quality financial advisors. At Compound Planning, I work with founders, early-employees, and executives at technology companies who face complex decisions around equity compensation,” said Nicholas Garcia . “The Compound Dashboard brings together their investments, taxes, equity, and more in one place — and lets them model different scenarios to see how equity decisions affect their overall plan. That focus on solving real client challenges is what makes this recognition possible.” Compound’s inclusion on the list marks another milestone for the firm this summer, after being ranked among Financial Advisor Magazine’s Top RIAs and 50 Fastest Growing , as well as achieving 269% growth and crossing $4 billion in AUM . Since January, the firm has added 17 advisors across 10 states, while adding 640 new clients. The firm has also made significant strides in its technology offerings, having expanded adoption of its proprietary Compound Dashboard to over 10,000 users while integrating multi-tiered, full-service tax services into its Dashboard in February. Alex Farman-Farmaian , co-founder and co-CEO of Compound Planning said, “Nick and Tara have been instrumental in our firm’s growth, and this is a well-deserved recognition. We’ve built our platform so advisors can serve their clients seamlessly — and that’s much of what’s driving our growth. We’re building a firm where the next generation of clients and advisors feel seen, supported, and well served, and we’re excited to carry this momentum forward.” The rankings, which originally started in 2001, began spotlighting emerging financial professionals under 40 in 2017. This year, over 4,000 individuals were considered for the ‘Next-Gen’ ranking based on data provided by SHOOK Research. Primary components of the ranking system include client impact, industry experience, credentials, and firm nominations. Quantitative criteria such as assets under management and revenue generated were also considered. Since its inception, Compound Planning has built a platform designed for modern wealth management — making it easy for clients to manage their entire financial lives in one seamless experience. To learn more about the Compound Dashboard or request access, visit compoundplanning.com/dashboard . About Compound Planning: Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives — from investments and taxes to estate planning and equity compensation — all in one place. For advisors, Compound offers the freedom to run their own practice with the backing of a tech-enabled platform, peer community, and institutional support — delivering collaborative independence designed for long-term growth. Disclosure: Compound Planning, Inc. is an SEC-registered investment adviser based out of New York. The content of this material is general market commentary and/or is the personal opinion of the author or speaker which does not necessarily reflect the firm’s views or opinions. It is not legal, tax, or investment advice or any professional advice nor is it a solicitation to engage in a securities transaction. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Compound Planning is engaged, or continues to be engaged, to provide investment advisory services. Compound Planning’s total assets under management (AUM) and number of advisors referenced in this announcement are as of 7/31/2025.