# Panoramic Financial

Panoramic Financial is a RIA based in Fresno, California.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fresno, California
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** https://panoramicfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/panoramic-financial

## Regulatory record

- **CRD number:** 172396
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172396

## About

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.

## Sectors

- Physicians and physician families

## People

- Andrew McFadden — Founder
- Jarrett Suddarth — Lead Financial Advisor
- Amanda Stacey — Client Service Specialist
- Jill Hathaway — Virtual Office Manager

## 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.

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Last updated: 2026-08-11T15:07:41.444Z

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