Bonnie Perez's Colleagues at Capital Performance Advisors
Bonnie Perez's Contact Details
Capital Performance Advisors
Bonnie Perez's Company Details
We are passionate about helping dental and medical professionals develop healthy financial habits throughout their journey. No matter what age they start a plan or the goals they strive for, Thomas Doll serves our clients with a grounded and personalized approach to finances. Dentists and physicians will not prescribe anything to a patient without a diagnosis and clear understanding of a patient's health history. Similarly, we take a holistic approach centered on each individual client and what their own needs are – not what their needs should be. We balance realistic financial needs with technically sound guidance. This intersection is where good financial health happens. Our unique approach to facilitating financial health can vastly improve our clients' lives by helping them reduce taxes, increase savings, pay off debt, and grow wealth—all of which come together to support them in their life goals. We facilitate good financial health for dentists and physicians, so they can gain the confidence to focus solely on what really matters to them – their family, their business and their patients. For over 40 years, we as a company have developed extensive expertise in everything that matters most to dentists and physicians; delivering on all of their needs, raising issues and asking the questions that others wouldn't because of our unrivaled knowledge of the dental and medical communities. This drives our culture and our business.