Shannon Lynch
Principal & Senior Wealth Advisor @Compound
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WORK HISTORY
Principal & Senior Wealth Advisor @Compound
Compound Planning\'s approach to Wealth Management blends the personal touch of a wealth advisor with a beautiful digital platform to create a world-class, client-centric experience you won’t find anywhere else.We measure our success by the impact we have on our clients’ lives.Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to.But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.”
EDUCATION
University of Washington
Bachelor of Arts, Economics, Political Science
SKILLS
ABOUT SHANNON LYNCH
Financial Planner for families, founders & the future | CFP® | Helping you build a life that aligns with your values
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