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Mark P
Series 66
Novato, CA
Compound Planning, Inc.
Mark Patzer is a financial advisor with Compound Planning, Inc. in Novato, CA, holding a Series 66 credential and eight years of industry experience. He has worked at several firms including Miracle Mile Advisors, LLC and Karp Capital Management Corporation. Outside of financial advising, he is involved in a sales management role at Visual Display Specialists, a CCTV monitor distribution company. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, institutional plan advisory, and a turnkey asset management program for financial intermediaries. The firm emphasizes customized, risk-based model allocations and employs a range of strategies including tax-aware direct indexing and options, supported by technology partnerships and third-party sub-advisors.
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