Nathan Bengali is a financial advisor with Compound Planning, Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, institutional advisory, and a Turnkey Asset Management Program. The firm’s investment approach focuses on customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analyses, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Willem Bloemsma is a financial advisor at Compound Planning, Inc. in Denver, CO, holding a Series 65 credential with nine years of industry experience. His previous roles include positions at Personal Capital and Empower Advisory Group. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional plan advisory. The firm employs a customized, risk-based investment approach utilizing a variety of strategies and third-party partnerships, including tax-aware direct indexing and specialized lending solutions.