Giving Physician-Focused Financial Advice with Lauren Oschman

In today’s episode, Tommy talks with Lauren Oschman, Partner and CEO at Vestia Personal Wealth Advisors.

Lauren knows the value and implications of being a medical doctor on the frontlines. She has seen this early on, as her father is also a cardiologist. After graduating from university, she started a physician-focused advisor firm, where she helps practitioners navigate their finances.

Lauren talks with Tommy about the financial uncertainties physicians and other medical experts are facing, the best approaches when dealing with those issues, and the need for thorough advisor-client communication.

“What we're providing is really that family CFO, that ‘financial first assist’. Every surgeon has their first assist in surgery—that's what we're doing on the financial side. You pick up the phone, you text us. It's not just me. It's a whole team of people and we're on it. That's what we're here to do.” - Lauren Oschman

Main Takeaways