Anthony Parra
Associate Partner
As an Associate Partner at Westmark Wealth Management, Anthony Parra has spent more than 15 years specializing in the financial complexities that physicians face throughout their careers — from the financial pressures of residency and fellowship to the wealth-building opportunities of peak earning years and beyond.
Anthony's practice is built on a foundation of education and empowerment. He believes that physicians who understand their finances make better decisions — and that the habits and strategies established early in a medical career can compound into lasting financial confidence. Since 2011, Anthony has worked alongside and been mentored by Westmark's founding partners, developing deep expertise in the unique financial challenges physicians encounter at every stage of their professional lives.
His approach is personal and disciplined. Anthony works closely with each physician to build a customized financial strategy aligned with their goals, values, and evolving needs — whether that means navigating student loan repayment options as a resident, structuring investments as a new attending, or protecting assets as an established physician.
Anthony's areas of focus include:
- Investment Management and Portfolio Design
- Retirement Planning and Wealth Accumulation
- Insurance and Risk Management Strategies
- Asset Protection Planning
- Liability Protection Strategies
- Debt Management and Repayment Planning
- Financial Planning for Residents, Fellows, and Practicing Physicians