Dentists have unique financial needs that require expert planning advice.
Darrin Englebert CFP®, RICP®
Partner and Private Wealth Advisor
That’s where we come in. While you are busy ensuring your patient’s health and wellness, the Mosaic Financial team is behind-the-scenes maintaining your financial health. We have helped countless successful dentists plan for the future, often starting when they were residents or interns. We will spend time getting to know you and your vision for the future, so we can craft a plan that addresses your current position while helping you reach your long-term personal and professional goals.
Darrin Englebert, partner of Mosaic Financial Partners, is a Private Wealth Advisor, a long-time member of Physicians Nationwide, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Retirement Income Certified Professional (RICP®). He specializes in helping physicians and their families confidently prepare for a financially-freeing retirement by transforming complex financial situations into a customized financial plan for generations to come.
Designations
CFP®, RICP®
Being married to a physician gives me intimate knowledge on the challenges and opportunities that come with a physician's finances. This is what fuels my passion to help physicians across the country find financial stability.
Whether you are a student, in practice, or nearing retirement, it's never too soon to start planning for your financial future. Get started by completing our Financial Security Checklist, curated specifically for dentists at various stages in their career.
Regardless of what stage you are in, you can request a complimentary Financial Security Checklist.
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