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Reed N
CFP®, Series 66
Concord, CA
Compound Planning, Inc.
Reed Nothwang is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Compound Planning, Inc. and has previously been employed at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He serves on the board of RotaCare San Rafael, a nonprofit that provides medical care to uninsured families. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm employs a fiduciary, goals-based investment process utilizing a range of strategies from low-cost ETFs and direct indexing to professional options and synthetic lending, supported by technology partnerships and automated portfolio monitoring.
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