Wealth Advising in San Diego

Why Choose Us

We understand you have many choices of financial advisors to work with but Compound Wealth Advisors is unique. Our first and primary focus in our clients. We purposefully limit the number of clients we engage with in order to maximize our service to each and every client. Our attention and care for our clients combined with our technical skills in investments and tax planning provides exceptional value that distinguishes us among financial advisors.

Stuart A. Schiffman, CFP®, ChFC®, MBA

Compound Wealth Advisor

Stuart Schiffman founded Compound Wealth Advisors in 2017, leveraging his experience in the financial services industry. With a diverse background including portfolio management and securities trading, Mr. Schiffman brings extensive experience in wealth management.

Mr. Schiffman enjoys helping clients expand their financial resources to lead more fulfilling lives. He takes pride in contributing his expertise to his clients’ success, finding great satisfaction in witnessing the positive impact comprehensive financial planning has on his client’s retirement.

As a Certified Financial Planner ® professional, Mr. Schiffman combines his industry credentials with real-world experience to offer comprehensive financial guidance. Mr. Schiffman holds a BA in Economics from the University of Pennsylvania and an MBA in Finance from New York University.

Our Mission

Our mission is to provide exceptional service and advice, specifically tailored to each client. By intentionally limiting the number of clients we serve, we are able to spend more time crafting solutions that fit with our client’s goals. Financial planning is a partnership. We invest the time to truly understand what our clients need and craft personalized recommendations. Along the way, we empower our clients to make informed decisions that will benefit them for years to come.

How to Choose an Advisor

Many professionals call themselves financial advisors. These assorted professionals may work in the insurance, brokerage or accounting industries. At Compound Wealth Advisors, we do not call ourselves financial advisors. We are wealth managers that cater to high net worth individuals that are seeking an independent, fiduciary advisor. We are fee-only because we believe that this compensation model carries the least amount of material conflict. When you are thinking about choosing a wealth manager, consider how they are compensated and ask them if they are fee-only fiduciaries.

Why CWA

At Compound Wealth Advisors, our comprehensive financial planning and wealth management services are tailored to the needs of high net worth individuals who have worked diligently to build their success. We offer more than just financial advice- we provide a partnership built on trust, expertise, and personalized attention. We can simplify the complexities of wealth management, allowing you to focus on what matters most – your family, your time and your peace of mind. We invite you to discover how Compound Wealth Advisors can help you secure and enhance your financial future.

Get Retire Ready

Live your golden years with confidence. We offer pre-retirees and retirees an opportunity to check that their investments, insurance, tax and estate planning all align with their retirement goals. Schedule your free retirement readiness assessment today. Please note this is available to qualified candidates only.

Schedule an Introductory Call

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