Financial Services

Wells Fargo Advisors: Enjoy access to our new partner, Wells Fargo Advisors, LLC, for financial advice and guidance from medical school through retirement. Wells Fargo Advisors offers dedicated resources for RCMA & CMA members. Many fees for investment advisory programs have either been waived or negotiated. For a no-cost consultation, contact Jim Bannowsky or John Patterson, First Vice Presidents at (855) CALIF-MD (855-225-4363) or califmd@wellsfargo.com      Learn More

Medical School Debt Management: GL Advisor is a financial advisory firm that specializes in helping physicians effectively manage their medical school debt and other financial matters. RCMA members receive a $50 discount on 12 months of service with the coupon code.  GL Advisor helps recent graduates minimize the cost of student loan debt, increase liquidity through payment relief and save time so they can focus on their career. GL Advisor also provides clients with financial planning assistance, tax preparation services, insurance evaluation support and professional investment advice. To get started, sign up for a free assessment of your student debt at www.gladvisor.com/cma