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Robert Powalski, CFP® 

Co-founder Partner

Robert's Story

I grew up the son of a physician. Day in and day out, I saw how hard my father worked to provide the best care for his patients—all while growing his practice, learning to be a business owner, and spending time with his family.

The balancing act of raising a family, owning a business, and providing top quality patient care can create stress that is difficult for anyone to bear. The additional need to plan for a successful financial future often becomes an overwhelming process that can be easily be pushed to the side or overlooked.

I want to change that narrative.

I have a passion for working with physicians and medical professionals to provide the education and guidance needed to make informed, proactive financial decisions. There are many things in life that are out of your control – your financial future does not have to be one of them.

My team and I take a consultative approach to empower medical professionals take charge of their financial future. We show you how to protect yourself against life risks that can negatively impact your cashflow and lifestyle. We then empower you to go on the offense to save, invest, and grow your wealth in a tax-efficient way.

The result? Financial confidence, clarity, and comfort knowing you will be able to enjoy your lifestyle now and in the future. Isn’t that what it’s all about?

Registered Representative & Investment Advisor of Park Avenue Securities & Financial Representative of Guardian, AR insurance license #15815006. CA insurance license #0M43319.

Connect with Robert 

I'm always looking for new and exciting opportunities. Let's connect.


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