Financial Resources for Early-Career Physicians

Topics

Living

What Is Equitta?

James discusses his journey into financial planning and how he arrived at a place where he specifically works with early-career physicians.

James Pommert, CFP

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In this video, James Pommert, founder of Equitta, discusses his journey into financial planning and how he arrived at a place where he specifically works with early-career physicians.

James explains how his background in financial services and exposure to the medical industry through his wife's career led to the founding of Equitta.

His focus on an evidence-based, academic approach helps young physicians navigate early financial challenges during training and beyond.

James Pommert, CFP

The proud husband of a practicing pediatric oncologist, James founded Equitta to help other physician families navigate the financial complexities that come with the territory. He loves equipping physicians with the know-how to make more educated, evidenced-based financial decisions for themselves.

Featured

Topics

Physician Self Care
Living a Life You'll Love
Investing your Money
Saving and Budgeting
Getting Life Insurance
Getting Disability Insurance
Planning your Financial Future
Minimizing your Taxes
Paying your Student Loans
Understanding your Employer Benefits
Negotiating your Contract
Finding a job

Authors

Jackson Pace, CPA

Tax Partner

James Pommert, CFP

Founder and Head of Financial Planning

Dr. Ryan Collar, MD / MBA

Co-Founder

Dan Cremons

Co-Founder and Head of Client Education

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Financial Ally for
Early-Career Physicians

Resources

Disability InsuranceStudent LoansNegotiating Job OfferSaving and InvestingPhysician Mortgages

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DISCLAIMER

Equitta Advisors (“Equitta”) is a Registered Investment Advisor ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Intent renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. This content was meant for informational purposes only and is not intended to and should not be relied upon or construed as financial advice specific to any one person's situation. Consult a financial advisor or insurance professional directly if you want specific financial advice tailored to your situation.