Physicians Nationwide
Dorel Marchis
Wealth Management Advisor|CFP®, RICP®, ChFC®, CLU®, M.A.
Professional
Your financial plan is crafted by our team - leveraging our education, expertise, and over 100 years of collective industry experience.
CFP® CERTIFIED FINANCIAL PLANNER™
The CFP® certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
RICP Retirement Income Planning Specialist
With the RICP® program, you will gain the skills to build sustainable, holistic retirement plans, delivering unbeatable value
for your clients and becoming a sought-after counselor with valuable, and valued, expertise.
ChFC® Chartered Financial Consultant
The ChFC® Program offers comprehensive education in the essentials of financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.
CLU® Chartered Life Underwriter
A CLU® is a financial professional with extensive knowledge of life insurance.
Series 7
The General Securities Representative Qualification Examination (GS) — assesses the competency of an entry-level registered representative to perform their job as a general securities representative.
Series 6 & 63
The Series 6 and Series 63 licenses are documents granting the holder permission to engage in certain securities transactions such as selling shares in mutual funds. The Financial Industry Regulatory Authority – FINRA – is a non-government entity charged with regulating the financial industry.
Series 65 & 66
The NASAA Investment Advisers Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA.
Associations & Memberships
Physicians Nationwide
Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.
Areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
My Story
I have spent the past 2+ decades helping families, physicians, and executives achieve their financial goals. I love seeing clients free up time and energy for the things that matter most to them. For me, this means supporting my kids in volleyball arenas, hiking with my wife, serving at church, and attempting to hit a small white ball with a long metal stick.
Lending a hand in my community.
Our team is dedicated to giving back to our community and exploring ways to make an impact in the lives of others. Through Northwestern Mutual, we were introduced to charitable partners with a mission to cure pediatric cancer and we have become dedicated supporters of the cause. My wife, Cristy, and I are also involved in our local community through Exodus World Service and the Wheaton Chamber of Commerce.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Exodus World Service
An Organization that mobilizes the Christian community to welcome and befriend refugees. We do this by educating churches and individuals about the plight of refugees, connecting volunteers with refugees through practical service projects, and empowering people to be champions for refugees.
Wheaton Chamber of Commerce
The Wheaton Chamber is an unstoppable community of business minded professionals who know that we accomplish more when we work together. We enjoy partnering with other business owners in Wheaton to enrich our thriving community.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
