Physician Wealth Services
When my wife was in residency, I witnessed how vulnerable she was to poor financial advice. I was shocked at how many advisors tried to take advantage of her and her peers. It’s the reason I started my fee-only practice, Physician Wealth Services, to work exclusively with physicians who could truly benefit from unbiased, quality financial advice. I help physicians create a life they love using the resources they have. To help them feel in control of their money, the same way that you make a patient feel better about their health. Also, I host the Financial Residency podcast, a free resource to help increase your financial literacy. Come join the community! Here is the podcast interview I did with WCI in September 2018.
- Services: Financial planning, investment management, student loan management
- Fee Structure: Tiered AUM-based flat-fee
- Location: San Diego, CA
- Physician Wealth Services Application, ADV2
- Website, [email protected], (619) 304-0777