MELISSA S. PESSIN, MD PhD
Professor and Vice Chair

David has been not only an advisor, but a friend. He took me from having almost no retirement savings after a very difficult divorce to a well balanced and diverse place where I will be more than just ok when I retire. He is always available to advise prior to making any financial decision whether it be a new job, estate planning or just a question that comes up. When my brother (a non-physician) needed a financial advisor, it was a no-brainer to recommend David.

David is also easy to talk to, makes financial data and decisions easy to understand, and has done very well for me and my family's future financial security. He also understands the unique financial situations of physicians. ”