Isaiah

Specialty

  • Student loans
  • Investment Management
  • Buy in and exit planning
  • Business owner planning

About Me

Hi, my name is Isaiah Douglass. I am a CERTIFIED FINANCIAL PLANNERâ„¢, Certified Exit Planner, and Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach that is dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

I am the host of the weekly podcast The Veterinarian Success Podcast which interviews and discusses topics related to clinical, business, financial, and personal of the lives of veterinarians. I am deeply involved in speaking within veterinary medicine via students, podcasts, video interviews, and spoken at the Veterinary Financial Summit conference. I am on the Communications Committee within VetPartners to help deliver the message of the organization to membership, but also the veterinary industry.

Proud member of:

NAPFA Logo
VetPartners Logo
Fee Only Network logo
Most Recent Podcast

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