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What is a CFP?

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Steven Podnos MD, MBA, CFP®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® certificant, a Certified Retirement Plan Specialist ®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 then passed the CFP® examination in November. She joined Wealth Care LLC in September 2014.

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