How to navigate the 2025 Tax Cuts and Jobs Act sunset
advisor-hero
location

Denver, CO

Willem Bloemsma

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

(720) 343-3615

[email protected]

LinkedIn

Experience

logo

Empower

3 years

logo

Personal Capital

4 years

logo

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

Compound logo

Your personal family
office

Compound