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VETERINARIAN FINANCIAL ADVISOR NETWORK
The Veterinarian Financial Advisors Network is a group of independent financial planning experts who are all a CERTIFIED FINANCIAL PLANNER™ and Fee-Only serving veterinarians nationally.
About
The Veterinarian Financial Advisors Network is a group of independent financial planning experts who each meet qualifications and standards that exceed those of most financial planners.
MEET THE NETWORK
I am a CERTIFIED FINANCIAL PLANNER™ and founder of Nxt:Gen Financial Planning. My practice focuses on building trust by creating meaningful relationships with each and every one of my clients. My wife is a veterinarian so my understanding of the needs of the community is unique.
I’m a CERTIFIED FINANCIAL PLANNER™ professional helping established doctors in practice and research make sense of their financial lives. My wife is a practicing veterinarian, so my viewpoint is unique in dealing with the challenges of veterinarians.
Veterinarians financial needs are very distinct from other professions. As a CERTIFIED FINANCIAL PLANNER™ and founder of VetWorth, I devote my practice to serving veterinarians and their families to improve their financial well-being and positively impact the veterinary community.
I am a CERTIFIED FINANCIAL PLANNER™ and Fee-Only advisor. I left a large national firm in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians. I am the host of the weekly podcast The Veterinarian Success Podcast.
My name is Stu. I’ve been in the industry for 7 years and after working with some larger firms I decided to start my own firm so that I can better serve my clients. Having gone through years of anxiety and depression and learning to live with a much better attitude, my passion lies in using my knowledge of behavioral finance to guide people to their own places of financial peace.
I am the founder of Prudent Financial Planning, an RIA providing comprehensive fee-only financial planning services for young professionals who want to get out of debt and put their money to work for them. I am also a member of the National Association of Personal Financial Advisors, and the XY Planning Network.
Purpose
- Focused on the challenges that veterinarians face
- Understands money is a tool to help you live your best life
- Help you find the right planner for your needs
Ethical
- CERTIFIED FINANCIAL PLANNER, TM
- Fee-only
- Fiduciary – your best interests in mind
Information
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- Disclosure Pages
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