UA-170695639-1 Financial Planning for Veterinarians - Ryan Koopmans - The Veterinarian Success Podcast

Episode 110

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Published on:

24th Oct 2021

#110 Ryan Koopmans, DVM - Pursuing a Passion in Financial Planning

In this episode, I'm joined by Dr. Ryan Koopmans who received his DVM from Iowa State in 2012 and has practiced in the companion health realm ever since. He is an Army Veterinary Corps officer. He has his Masters's in Financial Planning from The College of Financial Planning. I’m excited to announce that Ryan has joined the team at Vincere Wealth and will be moving out of clinical medicine and fully into being a financial planner serving his peers.

  • His veterinary medicine story
  • What he's enjoyed most in veterinary medicine
  • His thoughts on practice ownership for him and his family
  • What sparked his interest in financial planning and investing
  • What he's seen from his peers that's spurned his passion to serve them
  • His views on what's most important for a successful financial planning relationship
  • His soapbox topic

ryan@vincerewealth.com

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach 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.

To check out Vincere Wealth Management ➡ www.vincerewealth.com