Resident & Fellow Financial Strategies Dinner Event

Your presentation will be hosted by the renowned financial planners, Alex Kienle CFP®, David Feiler, Jeremyi Sanchez CFP®, along with associate partner Anthony Parra. Jeremyi, David, and Alex have over 40 years of combined experience in designing & implementing financial plans to help meet the unique needs and goals of Residents & Fellows from residency to retirement, focusing on tax-minimized wealth accumulation and asset protection strategies. Let us share our expertise with you.

Space is Limited, so please reserve your spot early.

FAQs

How can I contact the organizer with any questions?

Call Westmark Wealth Management at 602.714.1953 or email to [email protected]

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Host or Publisher Westmark Wealth Management