Charlotte, NC
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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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® Practitioner
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
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.