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Welcome to

The Perelman-alooola Partnership 

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The Perelman-alooola Partnership was created by the Penn Financial Aid Department to provide its students with access to free financial resources. 

As a student you can use the below online resources or work with a financial advisor to invest, create a financial plan, buy insurance, or just talk....all for free!

Enjoy!

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Video Center: Financial Topics

 

Investing

Protecting

Life Planning

Want to Be More Educated on what is happening in the stock market? Sign up for our "Money Monthly" email when we send out a easy-to-understand summary once a month.

 

Schedule An Appointment With alooola's Team of

Licensed Financial Advisors

What is the Perelman-alooola Partnership
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The Penn Medical School's Financial Aid Department has created a partnership with alooola to provide free financial education and resources to the student body

For more information please reach out to Mike Sabara (Director of Financial Services) at msabara@pennmedicine.upenn.edu

 
What Do I Get?
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Advising

Schedule an appointment to talk to licensed advisors about any financial topic 

Investing

Start investing with no costs or fees to build wealth over the long-term

Analysis

Receive an analysis of life and disability insurance policies that you are eligible for

Education

Attend our two in-person lunch seminars at Penn Med and gain access to financial videos

Is This All Really Free?!
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All current Penn Medical Students recieve alooola services for Free

All graduating Medical Students and alums recieve 1 year of alooola services Free

(after 1 year the low subscription fee of $10 per month applies)

How Do I Get Started
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Set up a quick phone appointment so the alooola advisors can get to know you better.  Hold on tight because you are going full speed on the path towards financial stability and wealth growth!

 

Why is Investing Important?

Investing is an integral part of any plan to build long-term wealth.  The stock market has grown at a faster rate than almost any asset in American History.  If you rely on your physician income alone you will be a disadvantage over the long-term.

 

What is a Roth IRA?

A Roth IRA is an investment account that is meant to be used to grow your money in preparation of retirement.  It is one of the most tax-advantaged ways to growth your wealth over time since the government does not tax any of your investment gains.

How Should I Approach Paying off Debt?

A Roth IRA is an investment account that is meant to be used to grow your money in preparation of retirement.  It is one of the most tax-advantaged ways to growth your wealth over time since the government does not tax any of your investment gains.

 

Why Controlling your Emotions is Important?

A Roth IRA is an investment account that is meant to be used to grow your money in preparation of retirement.  It is one of the most tax-advantaged ways to growth your wealth over time since the government does not tax any of your investment gains.