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Compound Planning Solidifies Its Position as a Tech-Powered Leader in Wealth Management, Adding 9 Advisors to Team

2 MIN READ29 JAN 2024
FOR IMMEDIATE RELEASE — January 26, 2024

DENVER and NEW YORK – Compound Planning, a leading digital family office known for its innovative approach in serving entrepreneurs, professionals, and retirees, today announces a strategic enhancement of its team with the addition of nine experienced financial advisors. This move underscores Compound Planning's commitment to providing exceptional, technology-driven wealth management services to its high net worth clients.

Christian Haigh, Co-Founder and CEO of Compound Planning, shares, “We're not just growing; we're elevating the wealth management experience for our clients. The arrival of these nine advisors is pivotal, as it enriches our fusion of technology with personalized financial advice. Our clients deserve the best of both worlds – cutting-edge digital tools and bespoke advisory services. This blend is what sets Compound Planning apart in the realm of wealth management for affluent individuals and families.”

The new team members, each joining from Personal Capital, a firm renowned for its technological innovation in financial planning, bring a diverse array of skills:

  • Aaron Foster, CFP®: 13 years in guiding business owners through transitions and retirement planning at Personal Capital and Charles Schwab.
  • Beau Simon: Over eight years of experience in comprehensive financial planning for high net worth clients at Personal Capital, Gerber Kawasaki, and Northwestern Mutual.
  • Brad Porter: Over 10 years of experience, specializing in customized solutions for business owners and executives while at Personal Capital and Crestone Capital.
  • Ian Wymore: Principal Wealth Advisor with 12 years of advising business owners and families at Personal Capital and Morgan Stanley.
  • Nathan Bengali: Brings a rich 18-year background advising ultra high net worth and high net worth clients at Personal Capital and Northern Trust.
  • Rachel Buffalo, CFP®: 9 years in wealth management, focusing on diverse client needs including tech employees at Personal Capital and Morgan Stanley.
  • Shannon Lynch, CFP®: A decade of experience in managing high net worth client relationships at Personal Capital and UBS.
  • Whitney Pappas: Director of Sales and Senior Wealth Advisor, with 17+ years in the industry at Personal Capital, Janus Capital, and Fidelity investments.
  • Willem Bloemsma: 8+ years in providing tailored wealth management solutions to high net worth clients at Personal Capital and Foresters Financial.

Each advisor's independent decision to join Compound Planning reinforces the firm's reputation as an innovator in blending high-end service with advanced technology.

About Compound Planning:

As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high net worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients.

For more information about Compound Planning and our approach to wealth management, please visit compoundplanning.com.


Rob Stella, CFP®

(617) 675-2311

[email protected]

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