The Physician's Financial Advocate

Founder

p_abo_hs_jarvisChristopher Jarvis, MBA, CFP®Welcome to DAKTORI

Christopher Jarvis has over 20 years of financial experience as an actuary, author, entrepreneur and consultant.  As an actuary, he launched two insurance companies for the world’s largest auto manufacturer.  Chris has written twelve books including Wealth Secrets of the Affluent (John Wiley & Sons) and The Physician’s Money Manual. Prior to starting Daktori, he founded The Wealth Protection Alliance, OJM Group, and docworthy.com.  Chris has been a guest on Bloomberg Television’s Personal Finance and been quoted in The Wall Street Journal. He has consulted with over 1,000 medical practices and delivered over 200 seminars to medical groups nationwide.  He earned his MBA in Entrepreneurial Studies and Finance from The Anderson School at UCLA. He is a member of Vistage International’s Chief Executive Group.

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Advisory Board

 

Kevin B. Perlberg, CFP®

Kevin B. Perlberg, CFP® professional, has 27 years of experience in the securities and financial services industry. He has been recognized by Medical Economics Magazine as one of “The Best Financial Advisors for Doctors”. Kevin collaborated on the publication of “Wealth Protection MD”, a guidebook for the unique risks inherent to medical professionals and has written numerous articles relating the risk management concerns of physicians for leading industry magazines such as: Physicians Practice Journal, Hematology & Oncology News and Issues, and Nephrology News. Kevin established Blackhawk Capital Partners, a tactical wealth management firm in 1987.

*Kevin B. Perlberg is a registered representative offering securities through United Planners Financial Services, member FINRA, SIPC. Advisory services offered through Blackhawk Capital Partners. Blackhawk Capital Partners and United Planners Financial Services are independent companies.

p_abo_hs_zupkoKaren Zupko

With more than 25 years of consulting, coaching, and training physicians and their staff, Karen’s’ primary interest is helping physicians create a culture that supports collegiality, patient satisfaction, and organizational effectiveness. Building KarenZupko & Associates (www.karenzupko.com) from a solo practice to a team of 17, she has helped over 5,000 clients, including physician practices, medical societies, academic medical centers, Fortune 500 pharmaceutical companies, hospitals, and medical associations. Karen is on the board of editorial consultants of Medical Economics magazine, and is a member of the American Marketing Association and the Health Care Strategy Forum. She is a member of the Association for Women in Communications, and has served on the board of trustees of Chicago’s Grant Hospital.