The Retirement Planning Doctors
I am the Founder and President of Retirement Planning Doctors.
At Retirement Planning Doctors, we understand that doctors face many important decisions that can affect their long-term financial success. Some of these decisions revolve around protecting their assets, potential lawsuits, creating diversified retirement income streams, the impact of inflation, taxation, and extended healthcare costs. Because over ninety percent of our clients are doctors with similar concerns, we are in a good position to approach such challenges with experience and skill. Our commitment is to provide doctors with premier holistic financial planning strategies and tailored retirement solutions based on the highest levels of integrity. When you choose us, you benefit by obtaining comprehensive advice from a team of highly qualified professionals – We are a group of doctors with vast experience in addressing the financial concerns of doctors.
Our combination of licenses, registrations, and special education qualifies us to work with all types of investments and risk management strategies.
I obtained a dual Ph.D. in Financial Planning and Retirement Planning from the American College in 2019. My dissertation focus was on creating a bridge between health planning and financial planning.
I hold numerous licenses and registrations in the areas of real estate, mortgages, investments, and insurance and I hold financial industry renown designations, Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor in Philanthropy(CAP®), Wealth Management Certified Professional (WMCP®), Chartered Retirement Plans Specialist (CRPS®) and a Certification in Long-term Care.
I entered the financial industry in 1998 as a real estate developer. Then subsequently, I became the broker/owner of a top-producing multi-office real estate company that received numerous awards. During this time, I became the owner/managing partner of a real estate title company and a mortgage company. After the great recession, I transitioned into the capital market and risk management sectors in 2009 to help clients build more diverse wealth portfolios.
Prior to becoming a real estate developer/real estate broker, my interest in healthcare and affordable medicine led me to pursue studies in Health and Science at the University of Florida. After completing my studies to become a physician assistant, I practiced within the field of internal medicine.
I enjoy learning, teaching, interior decorating, floral arranging, tennis, walking, chess, traveling, fine dining, and hosting parties.
My community involvement has included, Habitat for Humanity, the American Red Cross, the Salvation Army, the Affordable Housing Council, and the Financial Planning Association.
I bring a kind, caring, friendly style as well as a great fund of knowledge when serving the financial and retirement needs of others!
- Retirement Planning
- Health-Wealth Financial Planning
- Educational Planning
- Tax Planning
- Investment Planning
- Risk & Asset Management Protection Planning
- Estate Planning
- Business Planning
- Mortgage & Real Estate Planning
- Charitable Gift Planning
“Turn to The Retirement Planning Doctors, for all your Retirement Planning Needs!"