Financial Advisor
Dentistadvisors
About this role
Dentist Advisors is seeking an experienced financial advisor to provide holistic financial guidance to dentists, oversee investment strategies, and participate in business development activities. The firm emphasizes a long-term, behavior-first approach to personal financial planning and investment management.
Skills
About Dentistadvisors
dentistadvisors.comDentist Advisors is a financial advisory and accounting firm that specializes in serving dentists and dental practice owners. They provide disciplined financial planning, investment management, and accounting services designed to simplify practice finances and build confidence in long‑term financial outcomes. Their offerings include tax and bookkeeping support, retirement and investment strategies, and CFO‑level guidance for practice transitions and growth. By focusing exclusively on the dental profession, they tailor advice and systems to help clinicians make informed financial decisions while they focus on patient care.
About Dentistadvisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
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Salary
$70k – $100k
per year