A Best Financial Advisor for Dentist 4 years in a Row! -

Strategic Partners

Teamwork is the secret that makes common people achieve uncommon results

At LifeStone Wealth Management we have forged relationship with trusted partners and advisors in the dental industry.
Here are those we love to work with.

Dental Attorneys

Ali Oromchian
Dental and Medical Counsel
(925) 999-8200

Levi Barlavi
Pacific Health Law Group, P.C.
(310) 776-5384

Dental Lenders

Jason Schneller
Wells Fargo Practice Finance
(818) 517-9039

Matthew Christie
Bank of American Practice Solutions
(949) 794-7440

Dental Practice Sales

Robert Palumbo
California Practices Sales Inc.
(714) 639-2775

Jack Fogelson
Integrity Practice Sales
(818) 522-9123

Dental Consultants

Dental Marketing

Infinite Communications
15250 Ventura Blvd. #730
Sherman Oaks, CA
(818) 990-9843

Dental Supplies

Talk to a CFP® Professional Today.

We provide financial advice to hundreds of dentists to help them approach their goals with confidence.

Talk to a CFP® Professional Today