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

Charlotte, NC

Todd Rowe

Principal & Senior Wealth Advisor

Todd Rowe is a highly experienced CPA and CFP®, bringing over 17 years of wealth management and tax experience to Compound Planning. At Compound Planning, Todd provides a family-office experience to serving high net worth families, business owners and entrepreneurs, working professionals and retirees. Todd specializes in integrating a family’s personal financial planning and wealth management objectives with their tax planning needs, often helping with estate plan design, multi-generational wealth planning, tax-efficient retirement distributions and maximizing complex employee compensation plans. He also advises clients on investment strat...

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(704) 750-0886

[email protected]

LinkedIn

Experience

Choreo, LLC

2 years

RSM US Wealth Management, LLC

9 years

RSM US, LLP

6 years

Qualifications

North Carolina State University

Accounting, Financial Analysis, B.S.

North Carolina State University

Masters of Accounting, MAC

Certified Financial Planner™

CFP®

Certified Public Accountant

CPA

Certified Exit Planning Advisor

CEPA

Specialities

Investment management

Financial planning

Tax planning

Tax preparation

Estate planning

Liquidity event planning

Asset allocation

Business owners

Executives

Retirees

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