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What is a CFP?

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Steven Podnos MD, MBA, CFP(R)is the principal of Wealth Care, LLC, which is a Registered Investment Advisor (SEC).  Wealth Care LLC is a strictly fee-only Fiduciary firm. Dr. Podnos was awarded his Bachelor of Science and his Medical Degree at the University of Florida.  His post-graduate training included a residency and fellowship at the University of Texas Southwestern Medical School (currently boarded in Internal Medicine, Pulmonary Medicine and Critical Care Medicine). Along with a twenty year private practice of Pulmonary Medicine, Dr. Podnos earned a Masters in Business Administration (MBA) from Regis University in 2003.  Dr Podnos is a CFP(R) certificant, a Certified Retirement Plan Specialist (R) and a member of NAPFA.    Dr. Podnos has overseen investment accounts for over two decades. Dr. Podnos is also a Lieutenant Colonel and Flight Surgeon in the US Air Force Reserve Medical Corps. Dr. Podnos was named as an official CFP Board Ambassador in December 2014.
 
Dr. Podnos wrote and published "Building and Preserving Your Wealth" which is available at Amazon.com
 

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Rachel Podnos JD graduated with a BA in Political Science from the University of Florida in 2009.  After college, she obtained her law degree from the University of Florida's Levin College of Law and became a member of the Florida Bar.  Following law school, she joined FBB Capital Partners, a NAPFA associated, fee-only investment management firm in Bethesda, Maryland.  She recently completed the CFP® curriculum at Georgetown University in Washington DC and will be taking the CFP® examination in November. She joined Wealth Care LLC in September 2014.

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