Financial Planning Handbook for Physicians and Advisors

David E. Marcinko, NREMT-P, MBA, MBA-Medical Business Advisors, Medical Business Advisors

David Edward Marcinko is a healthcare economist, adjunctive clinical professor and former private practitioner from Temple University, in Philadelphia. In the past, he edited three practice management textbooks and four personal financial planning books for physicians and healthcare professionals.  His clinical publications are archived in the Library of Congress, and the Library of Medicine at the National Institute of Health. His economic thought leadership essays have been referenced by Investment Advisor Magazine, Medical Group Management Association (MGMA), American College of Medical Practice Executives (ACMPE), American College of Physician Executives (ACPE), JAMA.ama-assn.org, Healthcare Management Associates (HMA), CFP© Biz (Journal of Financial Planning), Financial Planner’s Library Online, and the Business of Medical Practice, among others. A favorite on the lecture circuit, Dr. Marcinko speaks frequently to medical societies and financial institutions throughout the country, in an entertaining and witty fashion. 

Professor Marcinko received his undergraduate degree from Loyola College, in Baltimore, his business degree from the Keller Graduate School of Management, in Chicago, and his financial planning diploma from Oglethorpe University, in Atlanta. He is a licensee of the Certified Financial Planner© Board of Standards, in Denver, and holds the Certified Medical Planner© Designation. 

He earned a Series #7 (general securities), Series #63 (uniform securities state law) and Series #65 (investment advisory) license from the National Association of Securities Dealers (NASD), and a life, health, disability, variable annuity and property-casualty license, from the State of Georgia.  He is also a board certified surgical fellow.

Previously, Dr. Marcinko was co-founder of an ambulatory surgery center that was sold to a publicly traded company; Certified Professional in Healthcare Quality (CPHQ); American Board of Quality Assurance and Utilization Review Physician (ABQAURP); medical staff vice president of a general hospital; assistant residency director; founder of a computer based testing firm for doctors; and president of a regional physician practice management corporation in the Mid-West.

Currently, Dr. Marcinko is Chief Executive Officer of the Institute of Medical Business Advisors, Inc., a national resource center and referral alliance providing financial stability and managerial peace-of-mind to struggling physician clients.