Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
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San Francisco, CA

Reed Nothwang

Financial Advisors

VP, Wealth Advisor

Reed Nothwang is an experienced wealth advisor with over 9 years of experience in the wealth management space. At Compound Planning, Reed advises a select group of big law attorneys and tech employees, providing customized advice that simplifies and enhances their financial lives. Reed is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in assisting attorneys to structure their financial life to account for inconsistent income, high cash compensation, and risk mitigation. He also advises technology employees through the pre-IPO and post-IPO process to maximize the value of their equity compensation. Prior to joining Compound Pla...

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(415) 941-6889

[email protected]

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Experience

Cerity Partners

3 years

US Bancorp Investments

3 years

Edward Jones

3 years

Qualifications

California Lutheran University

B.A. Economics

CERTIFIED FINANCIAL PLANNER® Practitioner

CFP®

Specialities

Partners at law firms

Tech employees

Investment management

Financial planning

Retirement planning

Tax planning

Equity compensation

Estate planning

Behavioral finance

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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Modern wealth management for attorneys and partners

Whether you're navigating the financial transition from associate to partner or preparing for a well-earned retirement, managing your personal finances often takes a back seat.

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