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Marcel P
Series 65, Series 66
Glen Mills, PA
Compound Planning, Inc.
Marcel Pfister is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Goldman Sachs & Co. and SVB Wealth. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical approaches such as direct indexing and tax-loss harvesting to build risk-based model allocations tailored to client goals.
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