Impact Investing for Doctors

Your money is a powerful tool - and the most effective way to make change in the world.


Learn how to use the power of your money with Impact Investing—where you can have both profit and purpose.

Have you ever felt ... 

  • Helpless in making a difference because large companies are the ones that have all the power.
  • Angry with the way some corporations didn’t take into account their impact on their employees, the communities, and environments.
  • Frustrated when you see the downstream results of negative impacts from corporations in your hospital or clinic—diabetes and health issues from food with non-nutritional and unhealthy ingredients, cancers from known carcinogens in farming practices.
  • Infuriated with the systemic racism in financial institutions and employment practices, and continued widening of wealth gaps. 
  • Dismayed by environmental degradation and the companies that contribute to it and profit from it.
That sounds like me!

You might think there isn't anything you can do that can make a difference.

 As one single person, who isn't a billionaire, and isn't the CEO of a large corporation.


There is a simple way to make yourself heard.

There is a way to be a part of a powerful movement of doctors wanting to make change.

We are people who care. People who have devoted our whole lives to helping others.  

When we invest and spend and donate our money, are we just supporting those corporations and practices that are contributing to our anger, fear, and frustrations?

You can choose which companies you want to support, where you want to invest, and not expect to sacrifice returns.

Being intentional and thoughtful with where we put our money can make a difference, and one of the most impactful ways we can do that is with our investments.  

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This course was developed to share what we know with you - a physician who wants money to work harder for you and others. 


 In this course, you will learn:

What impact investing means.

Why impact investing is effective.

How impact investing is profitable.

How to start impact investing.

How to evaluate opportunities.

✔ Impact investing in retirement funds.

Simple steps you can take to align your current portfolio.


Imagine feeling excited, inspired, informed, and empowered to make a difference with your money.

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This course isn’t just about catching up on financial literacy for physicians; it’s about getting ahead. 

If you’re looking to understand and find investment opportunities that are aligned with your values, this course is for you. 

If you’re a parent concerned with the legacy you’re leaving your kids, this course is for you. 

If you’re a physician who knows you could be doing better while doing good in the world, this course is for you.

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With guest expert - Holly Ruxin, CEO and Founder of Montcalm Private Impact Investing Firm

As part of your course, you also receive experienced guidance on how to build your strategy from inspiring investment expert, Holly Ruxin. 

About Holly

Holly earned an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan.

She began her investment career at Goldman Sachs, and continued with trade at Morgan Stanley, Montgomery Securities, and Bank of America.

In 2012 Holly founded Montcalm, to provide wealth management services based on intelligent investing, authentic relationships, and integrity with the planet. She is also the founder of Trevor TCR, a foundation established to award philanthropic grants to support health, education, enterprise, and the arts.

In 2020, Holly was recognized as a World Changing Woman in Conscious Business by Conscious Company Media. We're thrilled and honored to have her share her expertise as part of the 'Impact Investing for Doctors' course!

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'Impact Investing for Doctors' contains all the data and guidance which we have researched and distilled down to the most helpful information.
Information that can make you feel confident about your investing.
With the help of this course, there is a movement that is gaining power and momentum, which you can contribute to.

This is a wake-up call to your own power and influence, and an invitation to align your values and that power.

You can imagine a better world, where you support those that have a positive influence.

You will feel galvanized, and have a strong internal urge to act and make the difference that you can.

You will feel optimistic about the future and ready to build on the positive impact and change already being made.

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Impact Investing for Doctors

Your simplified guide to actionable and concrete steps to move forward with your giving power and renew your sense of purpose.

You can do well while doing good.



Included in your purchase:

  • Lifetime access to this 4-module course.
  • A comprehensive walk-through of what you need to know about Impact Investing, tailored specifically for physicians.
  • Expert guest insights from an award-winning Impact Investor.
  • A simple and effective step-by-step, self paced guide to start Impact Investing.
  • Access to an exclusive, members-only Facebook group.
Join now!

Meet Recha Bergstrom MD, radiologist and Founder of The Physician Philanthropist

I am a practicing radiologist in Northern California specializing in Women’s Imaging.

I'm founder of The Physician Philanthropist, providing education and coaching for physicians to develop effective philanthropy plans with the greatest personal, community, and worldwide impact.

A mom of three, I'm also a wife, entrepreneur, and philanthropist.

My goal is to help physicians like you be the change you want to see in the world and feel empowered and inspired to learn many ways to live your values.