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David P
Series 65
Benicia, CA
Compound Planning, Inc.
David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering both Direct Investment Management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models. The firm operates as a fiduciary and uses risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing, tax-loss harvesting, rebalancing, and short-term trading.
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