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Reed N
CFP®, Series 66
Concord, CA
Compound Planning, Inc.
Reed Nothwang is a CFP® with nine years of industry experience, currently affiliated with Compound Planning, Inc. He has held positions at several financial firms, including Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Outside of his advisory work, he serves on the Board of Directors for RotaCare San Rafael, a nonprofit providing medical care to uninsured families. Compound Planning serves individuals, families, businesses, and retirement plans with a combination of discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology partnerships to enhance its offerings.
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