I graduated from the University of San Diego (USD) with a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration. During grad school, I worked at Merrill Lynch under a fantastic advisor, but soon realized that the average advisor in the industry was more concerned with selling financial products and obtaining new clients with investable assets than working with those who could really use the financial guidance to succeed in life.
That really turned me off from the industry, so I switched gears and worked for KPMG in public accounting. During my second year, I was fortunate to run into an old friend who was a CFP® and a fee-only financial planner. He introduced me to the concept of fee-only financial planning, where planners put their clients first, don’t sell products, and are true fiduciaries. It sounded too good to be true. I decided to join his firm where I had an amazing hands-on experience learning what true financial planning was all about – working with clients and helping them achieve their financial goals! While I enjoyed my time there, I ultimately learned I didn’t want to work with the ultra-wealthy as much as young physicians who were starting their careers and could really benefit from truly unbiased, quality financial advice.
I have an intimate knowledge of the pains, struggles, and joys that come from a career in medicine. I know what it’s like to be buried in debt while your physician spouse makes next to nothing and spends every fourth night in the hospital. I understand what you’re going through; my wife and I have been there.
I started my fee-only practice to help physicians sleep well at night knowing they have a trusted advisor who is guiding them toward financial independence. This is my family practice. My goal is to take care of you while you take care of your patients. I’ll be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider me on-call.