San Francisco, CA
Reed Nothwang
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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Experience
Cerity Partners
3 years
US Bancorp Investments
3 years
Edward Jones
3 years
Qualifications
California Lutheran University
B.A. Economics
Certified Financial Planner™
CFP®
Specialities
Partners at law firms
Tech employees
Investment management
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Behavioral finance
RESOURCE manual
The personal finance Manual for attorneys and partners
We’ve written a number of articles about how to manage your finances at every stage of your legal career — from associate to retirement
RESOURCE manual
Retirement planning strategies for lawyers
After decades of long hours, high-stakes cases, and demanding clients, you're finally ready to hang up your law license and enjoy a well-deserved retirement. But will your finances be ready when you are?
RESOURCE event
Young Partners Accelerator — Sept. 27-28, 2024
Young Partners Accelerator is an exclusive structured program that leads to actionable plans to accelerate the performance of young partners in management, revenue generation, and client relations in the legal sector.
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