Nate Bengali is a Principal and Senior Wealth Advisor at Compound Planning, bringing over 18 years of experience in wealth management. His career spans ultra-high-net-worth family offices, institutional non-profits, and fintech startups — giving him a uniquely broad perspective on how wealth is built, managed, and protected across every stage of life.

Nate cares deeply about people and has made a career of providing unbiased financial advice to individuals and families of all ages and levels of wealth. His specialties include investment management, public equities, financial planning, retirement planning, equity compensation, estate planning, and serving business owners, entrepreneurs, retirees, and tech employees.

Before joining Compound Planning, Nate spent eight years at Northern Trust advising ultra-high-net-worth clients and nine years at Personal Capital (later Empower Personal Wealth) working with high-net-worth individuals through a technology-forward advisory model.

Outside of work, Nate enjoys playing golf and basketball. He lives in Denver, CO with his wife Kiira and two daughters, Pella and Evie.