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Rachel B
CFP®, Series 66
Orlando, FL
Compound Planning, Inc.
Rachel Buffalo is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Compound Planning, Inc., where she has been since 2024. Prior to this, she held roles at Empower Advisory Group, Personal Capital, and Morgan Stanley, including Morgan Stanley Private Bank. 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 offers both direct investment management and a turnkey asset management program, emphasizing risk-based model allocations and combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.
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