A complete list of active advisors currently associated with The DR Team
Warmer can help you find a great advisor at The DR Team or one who fits your needs even better.
Fenlason Financial Services Inc., doing business as The Dr Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice, and delivers seminars and workshops to medical schools and medical practices. Services are consultative and produce written financial/retirement plans and modular analyses; the firm does not execute securities transactions or manage client accounts on behalf of clients. The firm’s recommendations emphasize a long-term investment approach, using fundamental analysis and typically focusing on mutual funds and exchange-traded funds, with reviews conducted periodically rather than continuous portfolio management. Rather than charging percentage-of-assets fees, the firm operates under a non‑AUM, fixed-fee consulting model and does not have custody or discretionary authority over client assets. Uncommon among peers, The Dr Team routinely offers educational seminars and follow-up one-on-one consultations to medical programs and is affiliated by common ownership with an insurance company; its adviser is also licensed to sell insurance and may receive commissions and third‑party incentives. The firm is newly registered and discloses these insurance‑related conflicts while maintaining a separation between its planning/education services and implementation or asset management.
To learn more about the advisors currently working at The DR Team, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Murrieta, CA
| 6
|
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