FOR IMMEDIATE RELEASE – 12.15.2023
SAN FRANCISCO, CA – Compound Planning – a digital family office for entrepreneurs, professionals, and retirees – announces the addition of Long Tran, CFP® to their west coast advisory team as a Principal Wealth Advisor based out of San Francisco.
“I’m excited to share that Long is the 10th advisor that we’ve added to our wealth management team this year,” said Christian Haigh, Co-Founder and Chief Executive Officer of Compound Planning. “They have all chosen Compound Planning because of our experienced team and modern planning technology that allows them to spend less time on administrative tasks and more time delivering value to clients.”
Long joins Compound Planning from Lido Advisors, where he was a Senior Vice President and Wealth Advisor. With nearly 15 years of wealth management experience, Long has extensive experience working with high net worth and ultra-high net worth individuals and families. He combines deep institutional portfolio management knowledge and a comprehensive planning background to help clients identify and achieve their financial goals.
“I chose Compound Planning because of our experienced team of financial professionals who are passionate about providing a world-class planning experience to our clients,” said Long. “The team, beautiful client dashboard and robust service offering – including in-house tax advice and access to alternative investments – is a combination that I simply couldn’t find at other firms.”
Long began his career at Ameriprise Financial after graduating from the University of California at Santa Barbara with a degree in business economics and accounting. He also spent time as an advisor at Mission Wealth and Wells Fargo Advisors. Long is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 66.
About Compound
Compound Planning is designed for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience. We are your family office—a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most.
We are currently hiring experienced advisors with existing assets under management who want to be more than just another advisor at just another RIA. Compound Planning is seeking advisors who are excited to join our mission and make a massive impact on the future of wealth management.
Disclosures
Atomi Financial Group, Inc. dba Compound Planning is an SEC-registered investment adviser based out of New York. The content of this material is general market commentary and/or is the personal opinion of the author or speaker which does not necessarily reflect the firm’s views or opinions. It is not legal, tax, or investment advice or any professional advice nor is it a solicitation to engage in a securities transaction. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Compound Planning is engaged, or continues to be engaged, to provide investment advisory services.