Personal Information
Entreprise/Lieu de travail
San Francisco Bay Area United States
Profession
Financial Planner and Wealth Advisor to Dentists and Orthodontists | CPA
Secteur d’activité
Accounting / Auditing
Site Web
http://www.wealthextractions.com
À propos
I’m Haden Werhan, CPA/PFS, providing strategic financial planning and wealth management to dentists and orthodontists. I’m also an Owner/Partner with Thomas Wirig Doll – Tax, Retirement & Wealth Advisors and have been associated with the firm since 1998.
Prior to joining Thomas Wirig Doll, I had a lengthy career managing, consulting and providing accounting services to dental practices ranging from start-ups, to acquisitions to large group settings.
I’ve regularly lectured and provided seminars on tax, financial planning, practice management and practice evaluations at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental soci...
Mots-clés
investment strategies
tracking error
portfolio diversity
investment
investor behavior
investing
investor discipline
investment strategies in election years
Tout plus
Présentations
(1)Personal Information
Entreprise/Lieu de travail
San Francisco Bay Area United States
Profession
Financial Planner and Wealth Advisor to Dentists and Orthodontists | CPA
Secteur d’activité
Accounting / Auditing
Site Web
http://www.wealthextractions.com
À propos
I’m Haden Werhan, CPA/PFS, providing strategic financial planning and wealth management to dentists and orthodontists. I’m also an Owner/Partner with Thomas Wirig Doll – Tax, Retirement & Wealth Advisors and have been associated with the firm since 1998.
Prior to joining Thomas Wirig Doll, I had a lengthy career managing, consulting and providing accounting services to dental practices ranging from start-ups, to acquisitions to large group settings.
I’ve regularly lectured and provided seminars on tax, financial planning, practice management and practice evaluations at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental soci...
Mots-clés
investment strategies
tracking error
portfolio diversity
investment
investor behavior
investing
investor discipline
investment strategies in election years
Tout plus