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About

Our Primary Purpose

All of our key financial professionals have family and close friends who practice medicine and have worked closely with them over two decades to optimize and elevate their financial outlook.

Our Primary Purpose

Because of our closeness to PhDs, DOs, RNs, NPs and more, spanning the medical field, we noticed their financial planning needs and strategies were unique. As such, we have tailored Physician Focused Finance to be a resource to help individuals in the same position as those people that we hold dear.

We have an in-house investment team, which most firms don’t have - to cater to your needs and stimulate your growth.

Because we know that you're incredibly busy, we have a streamlined process to maximize your financial potential. We utilize all fundamentals of financial planning, combined with time effective management modern resources and perspectives to both keep you in the loop, while also being as involved (or hands off) in the process as you would like to be.

Rulla Nehme Pontarelli CFP®, ChFC®, CASL®, our Managing Partner, is a Certified Financial PlannerTM with over 20 years of experience. She has won countless awards for her work in the financial industry and has grown to be one of the top financial advisors in Rhode Island, and other partner companies nationally.

Al Cumplido, CFA® our Director of Investment Strategy is an extremely talented market analyst and founder of AMP Consulting Group – A firm dedicated to analyzing and stress testing market strategies and opinions from leading financial strategists.

Marcin Krolikowski, PhD, CFA® is our Co-Head of Investment Strategy and teaches corporate finance and investments at both undergraduate and MBA levels. His research is published in leading academic journals, including the Journal of Business Research, the Quarterly Review of Economics and Finance and the International Review of Financial Analysis, among others.

Because we know that you're incredibly busy, we have a streamlined process to save you time while maximizing performance. We utilize all fundamentals of traditional financial planning combined with time effective management, modern resources, and fresh perspectives to keep you well informed with our own unique twist. You can choose to be as involved (or hands off) in the process as you would like to be.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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