Updated:
Panoramic Financial
Panoramic Financial provides personalized investment management and financial planning services focused on physicians and physician families.
Panoramic Financial
Panoramic Financial provides personalized investment management and financial planning services focused on physicians and physician families. The firm offers fiduciary advice and services including strategic tax planning, retirement planning, insurance optimization, student loan planning, and college planning. Advisors emphasize long-term relationships and support tailored to the financial circumstances physicians face throughout their attending careers.
General information
Firm type
RIA
Year founded
2014
Location
City
Fresno, California
Principals
Andrew McFadden
Founder
Jarrett Suddarth
Lead Financial Advisor
Amanda Stacey
Client Service Specialist
Jill Hathaway
Virtual Office Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Panoramic Financial?
No principals are named in public records. The firm's investment team is not disclosed, which is typical for family offices that choose to remain entirely private.
How does Panoramic Financial source proprietary deal flow?
There is no public information on the firm's deal sourcing methods. Family offices often rely on existing networks, but Panoramic Financial has not disclosed any relationships or sourcing models.
What investment stages does Panoramic Financial typically target?
No target stages have been disclosed. The firm's investment mandate is not in the public domain.
Which sectors does Panoramic Financial explicitly avoid?
No sector restrictions have been mentioned in any public source. The firm's investment exclusions are unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: