Wealth management may look very different for different professionals.

Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades.

In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, executive vice president and chief medical officer at North American Partners of Anesthesia, and Dr. William Kruger, a leader at TeamHealth. They share their personal and professional experiences with financial planning.

Chris, Leo, and William discuss: 
The evolution of anesthesiology as a profession
The importance of disciplined saving, working with trusted advisors, and planning ahead
How to overcome the emotional barriers of investing and delegate financial control to advisors
Challenges faced by new anesthesiologists (with tips for getting a financial head start)
And more!

Connect with Wealth Enhancement Group:
1-631-777-1030
Wealth Enhancement Group
LinkedIn: Charlie Massimo
LinkedIn: Peter Anastasian

Connect with Dr. Chris Campese:
LinkedIn: Dr. Chris Campese

Connect with Dr. Leo Penzi:
LinkedIn: Dr. Leo Penzi

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Wealth management may look very different for different professionals.
Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades.
In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, executive vice president and chief medical officer at North American Partners of Anesthesia, and Dr. William Kruger, a leader at TeamHealth. They share their personal and professional experiences with financial planning.
Chris, Leo, and William discuss: 
<ul>
<li aria-level="1">The evolution of anesthesiology as a profession</li>
<li aria-level="1">The importance of disciplined saving, working with trusted advisors, and planning ahead</li>
<li aria-level="1">How to overcome the emotional barriers of investing and delegate financial control to advisors</li>
<li aria-level="1">Challenges faced by new anesthesiologists (with tips for getting a financial head start)</li>
<li aria-level="1">And more!</li>
</ul>
Connect with Wealth Enhancement Group:
<ul>
<li aria-level="1">1-631-777-1030</li>
<li aria-level="1"><a href="https://www.wealthenhancement.com/s/advisor-teams/massimo-anastasian">Wealth Enhancement Group</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/charlesmassimo/">LinkedIn: Charlie Massimo</a></li>
<li aria-level="1"><a href="https://www.linkedin.com/in/peteranastasian/">LinkedIn: Peter Anastasian</a></li>
</ul>
<ul></ul>
Connect with Dr. Chris Campese:
<ul>
<li aria-level="1"><a href="https://www.linkedin.com/in/christopher-campese-md-ma-ms-fasa-b4a90017/">LinkedIn: Dr. Chris Campese</a></li>
</ul>
Connect with Dr. Leo Penzi:
<ul>
<li aria-level="1"><a href="https://www.linkedin.com/in/leo-penzi-635a88168/">LinkedIn: Dr. Leo Penzi</a></li>
</ul>
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth.

Your Pathways To Wealth

You’re listening to Your Pathways To Wealth, a podcast hosted by Charlie Massimo and Peter Anastasian. In this series,You will meet great people who have successfully created and built their wealth, who will share their personal stories and financial strategies with you.

You’re listening to Your Pathways To Wealth, a podcast hosted by Charlie Massimo and Peter Anastasian. In this series,You will meet great people who have successfully created and built their wealth, who will share their personal stories and financial strategies with you.

Wealth management may look very different for different professionals. Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades. In this episode,

Advertisement