User Profile

January Trezza


As financial planners for doctors, Finity Group is aware of the unique financial challenges that physicians and other medical professionals face. It doesn’t matter if you are a resident, fellow, in practice, or a practice owner. At Finity Group, we are well versed in financial planning for physicians and dentists in all stages of their career. There are several factors that will differentiate a physician's financial plan from the average household. A financial planner for doctors can help identify these factors. Advisors at Finity Group review the unique challenges you face and coordinate with your CPA and attorney to develop a comprehensive strategy.

Finity Group