Sponsored by OCMA and Cooperative of American Physicians
The OCMA Wellness Program is the 2018 recipient of the California Medical Association's prestigious Gary Nye, MD Award for Physician Health and Well-Being
This program will include discussion of:
- Investing in election years
- How to manage market volatility and uncertainty
- Investing in Artificial Intelligence (AI)
About the Speakers
Jim Moos and Nick Dolle have worked with the OCMA for 15 years, managing the organization’s investment accounts and advising on the OCMA retirement plan. They also have been a supporting business sponsor to OCMA.
Jim is a Senior Vice President and Financial Advisor at Morgan Stanley in Newport Beach. With over 40 years of experience, Jim is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Plans Specialist (CRPS®) and a Certified Investment Management Analyst (CIMA®) from The Wharton School of Business. Jim earned an MBA from Cal State University Long Beach. In the past he has worked with the California Medical Association as a preferred retirement provider. Jim’s son is a surgeon.
Nick is an Associate Vice President and Financial Advisor at Morgan Stanley Wealth Management in Newport Beach with 19 years of experience. Nick is a Chartered Retirement Plans Specialist (CRPS®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is currently in the part-time Master’s in Finance degree program with Johns Hopkins University. Nick also volunteers and serves on the Physician of Excellence committee.