Loading...
Virtual
In-Person
Specialties
Mr.
Schiffman founded Compound Wealth Advisors in 2017 after a long journey in financial services. Mr. Schiffman has worked both on the buy side managing portfolios for high net worth families and the sell side in institutional sales and trading. One of the key learnings from his work experience is how important it is to understand and know your clients. Today, as a fiduciary, Mr Schiffman enjoys contributing all his knowledge and expertise to his clients' success. Mr. Schiffman says his greatest joy is helping his clients maximize their resources so that they can live their best lives now and in retirement. Mr. Schiffman graduated with a BA in Economics from the University of Pennsylvania and an MBA from New York University
♥
Always free for clients.
No Designations
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
While I would like to work with everyone in need I find that individuals with at least $1 million in investable assets are more suited to my comprehensive financial and life planning services.