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Wendy J
Series 63, Series 65
Englewood, FL
Compound Planning, Inc.
Wendy Jankoski is a financial advisor with Compound Planning, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Wealth Architects LLC since 2005 and joined Compound Planning in 2025. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting.
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