Specializing in helping healthcare professionals 

Founder: Fedak Financial Planning.

After spending more than two decades in healthcare as a Physician Assistant, I decided to pursue a passion that had been building for finance. It had been an interest of mine for some time, but felt the need to get actively involved in the field.

I passed the Series 65 exam on a whim in 2020 while still working full time in the ER. Shortly after, I was introduced to Guy Penn, founder of Core Planning who offered me a position as a financial adviser which I happily accepted. As it turned out, I loved it right away!

From that point forward, my direction had changed. I enrolled in the Boston Institute of Finance and was on my way. In 2025, I was able to complete my quest to become a Certified Financial Planner! After 23 years as a PA in a variety of settings, the majority of which was in the ER, I made the decision to retire from healthcare.  

In January of 2026 I launched Fedak Financial Planning. I am still working with the same wonderful bunch of knowledgeable, collaborative, and generous folks at Core Planning as an independent financial planner. This allows me the freedom and flexibility to serve my clients with personalized financial advice that always puts their best interests first, while benefiting from shared resources, operational support, and professional collaboration. 

I offer my services to individuals and families with a specialization in working with healthcare professionals both past and present who seek assistance or advice with their finances and retirement planning. After all, these are my people!  

Please reach out to me for all things financial – from investment management, education funding, tax planning and insurance planning to retirement planning, estate planning and more. 

Contact

jfedak@corepln.com

860-750-9200