Video Library

A collection of our Physician Financial Webinars

VIDEO

Navigating Turbulent Markets

VIDEO

Demystifying Physician Tax Planning for 2021 & Beyond

VIDEO

The Inside Scoop on Malpractice Protection

VIDEO

The 5 Hackers Doctors Should Know (They May Already Know You!)

VIDEO

2020 Investment Update (Year in Review)

VIDEO

Negotiate Like A Pro

VIDEO

Thank You, Doctors!

VIDEO

What Investors Need to Know Now with Apollo Lupescu (April 27, 2020)

VIDEO

Navigating the Whirlwind: Burnout, COVID-19, and Your Personal Path Forward

Want to Learn More?

We’d love to hear from you. Schedule a call with us today to learn more about how we help physicians move the needle in their financial lives.

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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