(619) 278-2444

Providing Evidence Based Planning Recommendations to Doctors for 43 years.

Exalt Team

A word from the Exalt Founder, Robert Mansueto DDS

“The Exalt methodology creates substantial savings – in excess of two million dollars on average – with no risk. We do this by using deductible savings plans and other IRS-accepted tax deduction plans that you may not be aware of, and hence do not exploit.

It’s starting to realize: After years of dedication to our professions, many of us cannot afford to retire comfortably. This unfortunate reality is the result of poor financial planning, inefficient business structures, and loss of capital due to unnecessary taxes. The Exalt paradigm specifically addresses these and other economic concerns”.

Robert Mansueto, MBA
Founder, Chairman
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Timothy Bryson, JD, CPA, MBA
Health Consultant
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Nicholas A. Palaveda, MBA, JD, LL.M
Health Consultant
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Our National Advisory Panel:

Irving Katz, MSFS, MBA, ChFC, CLU, ph: (714) 350 – 5326 Orange County, CA
Karl Beierschmitt, MBA, CFP Managing Director, Securities America
Timothy C. Bryson, MBA, JD, CPA
John Walsh, Ph.D., EPS (Estate Planning Specialist)
Robin Kim, LL.M (Masters in Law, Taxation), JD, CPA
Joseph Pertucelli, LL.M (Masters in Law, Taxation), JD
Linda Hayes, BA, RDA ph: (619) 884 – 5693