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The Earned perspective with Nick Gizzarelli

Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Senior Advisor & Retirement Plan Specialist
Retirement
Financial Planning
Nick brings more than 15 years of experience in the retirement industry, working with complex plans and helping expand retirement solutions for medical groups. Through his work with Earned Institute, he provides a perspective on plan design, benefits, and long-term outcomes to support more informed decision-making for doctors.

Nick Gizzarelli’s doctor-centered wealth insights

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How One Physician Turned a Simple Tax Engagement into a Multi-Million Dollar Wealth Strategy
Many successful doctors rely on trusted CPAs to handle tax compliance, but that’s only one piece of a much larger financial picture, especially as your income, assets, and responsibilities grow more complex. At Earned, we work alongside top CPA firms to offer a more strategic approach: one that unifies tax strategy and personalized wealth management to uncover hidden opportunities and protect long-term wealth.
Financial Planning
Tax Planning
Physician
Give Smarter This Holiday Season: Tax-Efficient Charitable Giving Strategies for Doctors Before 2025 Ends
As the holidays are in full swing, many of our clients are thinking about how they want to give back — to their communities, alma maters, hospitals, and the causes they care about most. But this year, that generosity comes with more urgency than usual.
Tax Planning
Financial Planning
How Financial Advisors Add Value for High-Net-Worth Doctors
There comes a time in your financial journey where, after years of hard work, you’ve accumulated enough wealth that you feel you need some assistance to manage it.
Financial Planning
Career Advisory
Tax Planning
Trust & Estate
How High-Net-Worth Families Use College Funding as a Wealth Planning Tool
For high-earning doctors, the question isn’t whether they can afford college tuition — it’s how to align education funding with their unique financial realities.
Financial Planning
Med School Debt
Investments

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