Denver, CO
Senior VP & Wealth Advisor
Willem is a highly experienced financial advisor with over 8 years of wealth management experience. At Compound Planning, Willem provides comprehensive wealth management solutions for high net worth clients, tailored specifically toward their unique needs and objectives. Willem specializes in topics such as retirement accumulation and distribution strategies, equity compensation, business liquidity events, tax, estate, and portfolio management. He combines his analytical skills with his strong communication and personable skills to build long, meaningful relationships with clients. Willem received his B.S. in Economics from the Universi...
More
Experience
Empower
3 years
Personal Capital
4 years
Foresters Financial
1 year
Qualifications
University of Colorado, Boulder
B.S. Economics
Specialities
Investment management
Retirement planning
Tax planning
Equity compensation
Estate planning
Risk management
Exit planning
Liquidity event planning
Asset allocation
Behavioral finance
Business owners
Doctors