Category: Blog

The Latest Insights from Our Team

Blog

Happy Doctor’s Day to Our Superheroes in Lab Coats and Scrubs!

This Saturday, March 30, 2024, is a special day to our team at Vestia Personal Wealth Advisors – a day wholly dedicated to celebrating the doctors that make what we do possible! In our eyes – doctors are superheroes. We see your selfless efforts – your time away from family, your nights and weekends spent treating injury and sickness that don’t adhere to a convenient schedule. We watch in awe as you sustain focus and fight for the good of your patients. We are so grateful for your efforts not just on Doctor’s Day, but every day.

Blog

Financial Advisor Jacquelyn Denson, CFP® has been Promoted to Partner

We are extremely honored to announce Jacquelyn Denson, CFP® as our newest Partner at Vestia Personal Wealth Advisors! Jacque has been with Vestia since our founding in 2018 and [...]

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Certifications and Associations

Accredited Asset Management Specialist℠ (AAMS®)

Certified Divorce Financial Analyst (CDFA®)

Certified Financial Planner (CFP®)

Chartered Financial Consultant℠ (ChFC®)

Certified Private Wealth Advisor (CPWA®)

Financial Paraplanner Qualified Profession℠ (FPQP®)

Check out the background of this firm on FINRA’s BrokerCheck

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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