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Kiley M
Series 63, Series 65
Laguna Niguel, CA
Compound Planning, Inc.
Kiley Maertz is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Heritage Financial Services since 2015, where he spends the majority of his time selling annuities and insurance. He has also been affiliated with Claraphi Advisory Network, LLC, and Alterativ Wealth. 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 a range of investment models including alternatives and combines long-term strategies with tactical tools, operating as a fiduciary with ongoing due diligence and client reporting.
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