Compound的动态

Transcript

Hi, I'm Dimitri Farnborough, Principal and senior wealth advisor with Compound Planning here in Los Angeles. My journey into investing it started with a hard lesson that left a lasting impression. At 13, I lost my bar mitzvah money on a stock tip. Not exactly the Warren Buffett origin story I had in mind, but even the best investors learn from mistakes, right? That experience sparked a lifelong passion for understanding markets and for helping others avoid similar pitfalls. Today, I specialize in partnering with clients navigating life's major transitions. And let's face it, we're all entrepreneurs in some way. Whether you're launching a startup from your garage, leading in the C-Suite, raising a family, or planning for retirement, we're all creating something special. My role is to guide my clients through life's twists and turns so they can focus on what truly matters with clarity and with confidence. And who knows? We might even share a few laughs along the way. Technology is truly changing the world in finance, and so I chose to partner with Compound Planning because they're everything I look for in a firm. Yes, they're independent. Yes, they're client focused, but most importantly, they're powered by phenomenal cutting edge technology that simplifies your financial life. The traditional RIA space had become too corporate, with outdated approaches that felt like the BlackBerry era of advice. Compound is different. It's the iPhone of wealth management, offering a streamlined, modern experience that gives clients a comprehensive, empowering dashboard. They're bringing in all-in-one approach to personal finance, which I couldn't be more excited to share with my clients. I'm thrilled to be part of this incredible team here at Compound, and I'm also proud to have some of the best clients in the world. I'd love to connect with you.