As a respected wealth management and asset protection advisor, Stan Zelman specializes in retirement income planning and distribution and wealth accumulation and protection. Dr. Zelman works with healthcare practitioners, business owners, CEO’s, as well as individuals and couples. As a divorce financial analyst, he provides unbiased financial analysis and advice during this difficult life transition.
Dr. Zelman brings to his work a personal understanding of the vital importance of wealth accumulation and protection. After 20 years in a highly successful Los Angeles dental practice serving some of the best known names in entertainment and business, he retired due to disability. Having successfully navigated the emotional and financial transition for himself, in 1994 he entered the financial services industry specializing in wealth management and protection.
Both a Certified Financial Planner and Certified Divorce Financial Analyst, Dr. Zelman also holds Series 6, 7, 63 and 65 as well as a Life and Health Insurance license in Virginia, Maryland, Washington, D.C., Florida and North Carolina. He has written and lectured extensively on the subject of wealth accumulation and protection.