Medical Professionals

At Del Mar Financial Partners, Inc., our team of advisors is experienced in building wealth and creating strong financial strategies that fit the unique needs of medical professionals. We specialize in the key financial issues that dental, medical, and veterinary professionals need to address throughout their careers, from professional school and residency through years in practice and into retirement, including:

• Excessive student and personal loan balances early in your career
• Limited time available to devote to financial matters
• Establishing or joining a professional practice
  
• Higher potential for professional and personal risk and liability to personal and business assets
• Complex tax strategies and higher general tax liabilities 
  

We offer financial information to our clients in a variety of formats, including individual consultations and personalized reviews as well as group and company workshops. Our team of advisors is available to give financial presentations on a wide range of topics and is happy to speak with your school, residency program, study group or practice.

Financial Advisors do not provide specific tax/legal advice.  This information should not be considered as specific tax/legal advice.  You should consult your tax/legal advisor regarding your own specific tax/legal situation.