PracticeCFO
Financial AdvisingHours:
13400 Sabre Springs Pkwy #255, San Diego CA 92128 Hours
Most Recent Reviews
July 2024
I have enjoyed working with Drew, Cameron, and the rest of the team. I feel that my concerns are addressed adequately and carefully, and I also feel that I am not treated as "just a number".
July 2024
Efficient meetings with the team. They are very well prepared. Professional service. Attention to details. Good communication. Great service
Recommend highly. I’ve been working with Greg for a few years now and I am very satisfied.
June 2024
Great group of people that are exactly what I’ve been looking for to help me with both personal and business finances.
More Comments(67)
About PracticeCFO
As a dentist, you face the challenge of treating your patients while also running a business. You may have an accountant, a financial planner and other advisors for your practice, but the information you receive is often disjointed and doesn’t consider your personal finances. Practice CFO is a one-stop shop that greatly simplifies your practice and personal financial management. Everything is done for you under one roof and by a team who knows you and your practice personally. We have the people, technology and systems to create a comprehensive plan that will increase your wealth and success exponentially.
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