Consulting with clients to help them recognize needs, mitigate life’s risks, and identify solutions to reach their goals. My clients appreciate the confidence of knowing that I have helped them create a personalized strategy that aligns their values with action.

Baback Panah specializes in the financial needs of Dental and Medical professionals. Success for healthcare professions hinges on a variety of factors. Financial success, however, largely depends on your ability to manage critical decision points. Baback and his team have developed and delivered integrated ideas on financial and retirement strategies, risk management, wealth accumulation and preservation, and insurance protection to dental and medical professionals and their practices.

He also maintains active relationships with a range of other professionals - banking, tax professionals, attorneys, real estate consultants, medical billing specialists, so that he can continually add value to your practice, and provide you with a comprehensive set of resources.

He started his career as an entrepreneur. His experience as a small business owner enables him to provide a highly personalized approach to each client with a genuine concern and understanding of your personal and business needs.

As a client, you will experience a structured process that systematically takes you from information gathering to decision-making and moves you closer to your future financial goals.