How We Work
All our key credentialed financial professionals have family and close friends who practice medicine. They have worked closely with them and others like them for over two decades to optimize and elevate their financial situation.
Given our close relationships to MDs, PhDs, RNs, NPs, specialists and others spanning the medical field, we have recognized that their financial planning needs and strategies are unique. Consequently, we have tailored Physician Focused Finance as a resource to help individuals like you in this field as we have for those people we hold dear.
In addition to having meaningful relationships with some of the top professionals in the investment world, we also boast an in-house investment team. With this in-house advantage, we can cater to your needs and stimulate your financial growth. Each member of our Physician Focused Finance team is uniquely skilled to help optimize your results.
Rulla Nehme Pontarelli CFP®, ChFC®, CASL®, our Managing Partner, is a decorated Certified Financial PlannerTM with over 20 years of experience.
Al Cumplido, CFA® our Director of Investment Strategy is a top market analyst and founder of AMP Consulting Group.
Marcin Krolikowski, PhD, CFA® is our Head of Investment Strategy and tenured professor who teaches corporate finance and investments at both the undergraduate and MBA levels.
