Call us: (212) 244-6166

Perry D’Alessio, Co-Authors Comprehensive Financial Planning Strategies for Doctors and Advisors…

2015_book_coverPerry D’ Alessio, Managing Partner at DT&P CPA joined the expertise of other multi-certified financial advisors and multi-degreed doctors, to Co-Author Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™. Using a captivating style, this book is filled with sound guidance and healthcare-centered discussions. With the professional advice of these top advisors, the text provides the tools and techniques to create a personalized financial plan. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; divorce and other special
situations.

Click here to purchase “Comprehensive Financial Planning Strategies for Doctors and Advisors”

Leave a Reply