Matthew Buenafe (CRD# 6783389) is an Investment Advisor Representative working at Compound Planning in Rancho Santa Margarita, CA and has over 6 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Planning | New York, NY | Mar 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Mar 2024 | < 1 |
| Personal Capital Advisors Corporation | San Francisco, CA | Dec 2019 - Mar 2024 | 4 |
| Edward Jones | St Louis, MO | Oct 2018 - Dec 2019 | 1 |
| Bank Of America Na | Newport Beach, CA | Oct 2017 - Oct 2018 | 1 |
| Merrill Lynch Pierce Fenner & Smith | Newport Beach, CA | Apr 2017 - Oct 2018 | 1 |
| Open Book Education | Irvine, CA | Sep 2004 - Apr 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- CA
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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