William V. San Román

Growing up in a family with 5 physicians, I believe every doctor needs to have a
comprehensive plan. Like your patient's health, financial planning, isn't one size fits all. By taking time to understand my clients' goals, values and dreams, I create personalized plans, so all the "pieces of the puzzle" fit together for optimal long-term outcomes.

My unique insight into the financial challenges and opportunities doctors face through their entire career, allows me to better serve my clients. To further close the financial literacy gap for doctors, I speak to residency/fellowship programs and practice groups across the country.