EPISODE · Apr 25, 2025 · 21 MIN
Dr. Tony Endorsement Interview of Kevin Sullivan, AIF® - PI Doctors Elite Community
from Physician Wealth Meds - A Wealth Podcast for Doctors · host Kevin Sullivan / Wealth Advisor - Host
Dr. Tony, founder of the PI Doctors Elite Community, checks in with Kevin Sullivan, AIF® on the services and wealth management support he brings to the PI Doctors Group.Kevin has been a sponsor of this community for the past 3 years.Here are the topics:1. Tariff and market update2. Positioning of investment portfolios3. NEW Online Course for doctors: Wealth For Life - Building Your Retirement Income Strategy4. Podcast: "Physician Wealth Meds - A Wealth Podcast for Doctors PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: [email protected] questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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Dr. Tony, founder of the PI Doctors Elite Community, checks in with Kevin Sullivan, AIF® on the services and wealth management support he brings to the PI Doctors Group. Kevin has been a sponsor of this community for the past 3 years. Here are the topics: 1. Tariff and market update 2. Positioning of investment portfolios 3. NEW Online Course for doctors: Wealth For Life - Building Your Retirement Income Strategy 4. Podcast: "Physician Wealth Meds - ...
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Dr. Tony Endorsement Interview of Kevin Sullivan, AIF® - PI Doctors Elite Community
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