In This Episode
In this episode of The Art of Dental Finance and Management,” Art is joined by Justin Patellaro, Wealth Advisor at Sequoia Financial Group, for a conversation on financial planning for dental professionals. Tune in to discover strategies for meeting your personal and professional financial goals, maximizing the impact of charitable giving, and setting yourself up for financial success in the new year.
Show Notes & Resources
About the Host
Art Wiederman, CPA, Director of Dental Practices | Eide Bailly
Art specializes in serving dental practices. He oversees a variety of services including accounting, tax compliance and planning, financial planning, retirement planning, and financial practice management consulting. Art’s expertise is not only in taxation issues for dentists, but also in his knowledge of dental practice metrics and benchmarks. Art has the ability to look at a dentist’s statements and identify profit holes in their practice.
About the Guest
Justin Patellaro, Director, Wealth Advisor | Sequoia Financial Group
As a wealth advisor, Justin draws from his extensive background in accounting and finance to craft personalized strategies that align with each client’s unique aspirations. He excels in complex financial scenarios, from helping tech entrepreneurs optimize stock options to structuring tax-efficient retirement plans for medical professionals. Justin takes pride in transforming intricate challenges into clear, actionable solutions that build and preserve wealth across generations.
