As the CEO and founder of Curious Finance, I get to work with an incredible team of specialized finance solutions to lower taxes and operations costs of business owners, especially private physicians. We team up with CPAs and Enrolled Agents to provide proactive, strategic solutions for their clients' tax and business challenges. With two decades of experience as a business financial consultant under my belt, I've developed a niche expertise in working with physicians. These medical professionals face a pretty unique set of risks and opportunities that require a tailored approach.My driving mission is to inform and empower physicians to optimize their taxes, protect their hard-earned wealth, and elevate their business performance. Not too long ago, I worked closely with one doctor's CPA to apply a holistic tax and business planning strategy. The result? A cool $134,000 in operating cost savings for the practice and enhanced family care benefits for the whole team.I founded Curious Finance back in 2017 with two core goals: assist tax professionals in delivering comprehensive financial solutions, and directly diagnose and address the distinct financial needs of the medical community. Having seen the complexities physicians juggle firsthand, I'm passionate about guiding them through the financial maze and helping them win.
Listed skills include Leadership, Management, Customer Service, Retirement, and 42 others.