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Financial Confidence for Oncologists

Dear Oncologist,

I want to make sure that money concerns never distract you from meeting the crucial needs of your patients, your practice and your family.  That is why I have brought together - in one convenient place - all of the financial services required to meet your complex needs: risk management, investment advice, tax planning, personal and commercial financing and estate planning.  I want to make sure you have the tools, confidence and valued personal advisory guidance you need to make your financial life smarter, simpler and safer.

For more than twenty years I have pursued two important passions - preserving wealth as a Registered Investment Advisor, and helping to save lives as a volunteer for the American Cancer Society. 

As a Registered Investment Advisor, I have dedicated myself to helping others manage their wealth and simplify their complex financial lives with individualized financial planning such as:

1. •Creating and guiding the management of prudent investment portfolios through uncertain markets.
   

2. •Setting up pension plans and executive compensation arrangements.
   

3. •Providing counsel on the transfer of wealth to children, grandchildren an philanthropies.
   

As an American Cancer Society volunteer, I have applied the same dedication and creativity to further the Society’s life saving mission by:

1. •Heading up a statewide initiative that completely re-designed how the Society raises money in California, resulting in the first $30 million year for any State in the history of the American Cancer Society. 
   

2. •Lobbying Congress and Sacramento for greater access to care, expanded health insurance coverage and higher tobacco taxes to fund tobacco awareness and early childhood programs. 
   

3. •Serving as a past chair of the board for the California Division and also as chair of the California investment committee for 5 years.
   

Being an American Cancer Society volunteer has led to friendships with a number of oncologists who are volunteers like me.  Through them I have gained a deep understanding of the complex financial and business challenges you face.  I also learned that there is much room for improvement in how many oncologists receive and integrate financial and investment advice.  This insight has led me to create a holistic process to serve the financial needs of oncologists that I call Financial Confidence for Oncologists.

Gary E. Pia, Founder/Owner
G.E. Pia & Company                                                                             next - The Problem