Welcome to the Financial Knowledge Center for Doctors

Physicians spend years mastering medicine—but when it comes to managing wealth, most are left to figure it out on their own. That’s why we created the Financial Knowledge Center for Doctors—a place where you can gain the financial education you need to make confident, informed decisions about your money.

Whether you're a fellow just starting your career or a seasoned physician looking to explore private investments, retirement planning, or tax strategies, our courses are designed specifically for you.

At Vestia, we believe that financial knowledge isn’t just about numbers—it’s about empowering doctors to build the life they want, protect what they’ve earned, and live their Wealth That Matters®.

Explore our courses and take control of your financial future today. Your wealth. Your knowledge. Your future.

Financial Knowledge Center Courses for Doctors



Private Investment Strategies for Doctors

Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors

$399

Financial Planning for Women Physicians

The Financial Planning for Women Physicians course is built around Vestia’s SHINE framework—Set goals, Harness cash flow, Invest with clarity, Negotiate value, and Establish a just-in-case plan. In five practical modules, Lauren Oschman, CFP®, and Jacque Denson, CFP® guide you through aligning your financial decisions with what matters most. You’ll learn how to create goal-based plans, manage cash flow intentionally, understand investment options, negotiate compensation confidently, and protect your finances with smart risk planning. Whether you’re early in your career or reevaluating your financial path, this course offers a clear, thoughtful approach to building a financial life on your terms.

Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors

FREE


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.
The information and strategies discussed here is for educational and informational purposes only. Nothing discussed within the presentations constitutes a recommendation or solicitation of a securities product. Investments in products discussed may require accreditation, and a willingness to accept a lack of liquidity and higher level of risk; including loss of principal. There is no guarantee the strategy discussed in the presentations will achieve any specific return, objective, or result. Securities investments may involve fees, including management fees, trading costs, and other expenses. It is important to understand the cost structure associated with your investment. Prior to making any investment you should consult with your financial professional, attorney and/or tax professional. Past performance is no guarantee of future results.