About Me

Why I joined WIC

I want to surround myself with people I can grow with in engaging in financial discussions so that investing/building wealth feels fun, easy, and more easily digestible.

Ways to contribute to the community

None

Experienced Investment Areas

  • Mutual funds
  • Retirement plans / 401K
  • Mindset

Industry Knowledge

  • Healthcare

Investment Objectives

Based In

San Diego, California, United States

Professional Background

  • Medicine
  • Entrepreneur
  • Other

Years of Investment Experience

3 - 7 years

Top investment objectives

  • Retirement planning
  • Cash Flow

Typical investing time

  • For as long as possible or until I retire

Investment Experience

Successful investment experience

None

Failed investment experience

None

Other things about myself

None

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity