Comprehensive Financial Guidance for Medical Professionals
What our Physicians are saying…
"[David’s advice is] very personalized as far as where I am planning to go with my future and my practice.
Do I continue to hold it forever? Do I sell it? Do I stay a partner? Do I save a percentage of that practice? These are all different, important things that he’s able to give advice and wisdom on because he’s so specific to physicians and dentists."
-Dr. Juliana Yun
"David has been with me ever since I graduated—he helped me as I was an associate, helped me find a practice, purchase a practice, and watch it grow double and triple... and now with my wife and family, helping us each step of the way financially, real estate-wise, retirement, and with everyday dollars and sense.
My professional life wouldn’t be nearly as successful without David by my side."
-Dr. Andrea Barone
“David has been a fantastic friend and resource for almost everything that has to do with my practice. Whenever I need an advisor in any area, my first call is to David, and he’s always got a pathway for me.”
“David is one of the most honest, straightforward, friendly, and caring people I’ve met, particularly in the business world. I’m proud to call him a friend, and I really appreciate all the help and advice he’s given me over the years.”
-Dr. Abe Shahim
HOW WE HELP
Financial Planning
Personalized plans tailored to your goals, whether it’s buying ahome, funding education, or planning for retirement.
Wealth Management
Customized investment strategies to grow and preserve yourassets, with an emphasis on risk management and tax efficiency.
Retirement Planning
Guidance on building a secure retirement, maximizingemployer-sponsored plans, and creating income streams for the future.
Insurance Solutions
Comprehensive analysis and recommendations for life, disability, and liability insurance to protect your income and loved ones.
