Another CERTIFIED MEDICAL PLANNER® “In The News”

YAHOO Finance!

Courtesy: http://www.MedicalExecutivePost.com

“The extensive experience of our professional team allows us to implement a rigorous process to identify ‘Best in Class’ opportunities in our focus areas,” said Amaury Cifuentes CFP®, CMP® one of the firm’s founders. “We assist in providing capital, innovative solutions and strategic expertise to our portfolio throughout the investment cycle.”

LINK: www.CertifiedMedicalPlanner.org

The partners in the firm include:

Amaury Cifuentes, CFP®, CMP® has 30 years of experience in banking and finance; financial planning and investments with an emphasis on business lending, real estate and private investments. He is a Certified Medical Planner®, giving him an enhanced knowledge of the medical industry’s specific needs.

LINK: https://finance.yahoo.com/news/bluekey-wealth-advisors-announces-formation-150000988.html

Assessment: Your congratulations are appreciated.

TEXTS FOR PHYSICIAN EXECUTIVES AND HOSPITAL CXOs:

1 – https://lnkd.in/eEf-xEH

2 – https://lnkd.in/e2ZmewQ

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TEXTS FOR PHYSICIANS AND ADVISORS

Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™8Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

THANK YOU

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One Response

  1. Amaury received the prestigious CERTIFIED FINANCIAL PLANNER™ designation regulated by the CFP Board of Standards Inc., after completing his studies at Florida State University and a Bachelor of Science from University of Central Florida with concentrations in Economics, Health Care Administration and a minor in Legal Studies.

    In continuing his pursuit of knowledge, Amaury, continues to be a member of the Investment Wealth Institute and the Certified Financial Board where he continues attending educational forums expanding his knowledge of capital markets. In addition, to earning the Certified Medical Planner™ designation, enhancing his knowledge of the specific needs of the medical industry.

    Amaury was awarded the Presidential Recognition Award for “Advancing Quality Advice” from American Express Financial Advisors Inc. In 2011, Amaury was recognized by Medical Economics as “2011 Best Financial Advisors for Doctors”.

    Ann Miller RN MHA

    Like

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