Boyan Doytchinov, CFP^®

Boyan Doytchinov is a seasoned financial advisor with 15 years of experience in wealth management. At Compound Planning, Boyan guides clients through complex financial decisions, evaluating various financial and planning implications to provide thoughtful recommendations. He takes pride in customizing client portfolios to match their unique circumstances and goals. He is also passionate about other areas of financial planning, including retirement, insurance, estate planning, cash flow management, and especially tax planning. Boyan earned a B.A. in Economics and an M.B.A. in Finance from Stony Brook University, where he was also President of Stony Brook’s College of Business student and alumni network. He is also a CFA® Charterholder and a CFP® Professional. Boyan enjoys a variety of recreational activities including volleyball and skiing. He is also involved in his community and alma mater. He resides in Port Washington, New York, with his wife, Lauren, their daughter, Sophie, and their Samoyed, Mecho.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes