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. We each operate our own separate businesses but are united by our commitment to provide veterinarians with the highest quality of advice.
Appropriately registered as a Registered Investment Advisor (RIA) in various state(s) securities division or the Securities and Exchange Commission (SEC)
Operate as a fee-only financial advisor, meaning that we don’t collect any kinds of commissions or kickbacks for the recommendations we make to clients
Own or work at an independent financial planning firm, without the complications and conflicts that may exist among advisors at large broker-dealers or insurance companies.
Focus primarily on providing comprehensive financial planning to clients, rather than solely managing investments (though some of us also provide investment management services)
Maintain their status as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), or be recognized as a CFP® candidate currently pursuing the designation. Some members also maintain additional certifications related to financial planning.
Have a strict fiduciary duty to act in the best interest of our clients at all times
Have no derogatory marks on our records as financial professionals
Experienced in providing professional financial planning services to veterinarians or are have committed to specializing in that nice.
Committed to continually furthering our education in the most beneficial services we can provide our veterinary clients.
Have a positive reputation among professionals in our industry, as membership in VFAN is by invitation only.