How do optometrists choose a financial advisor to serve their family? Evon provides an optometrist’s guide to financial advisors. He dives into five questions that you need to ask financial advisors when looking to hire.

It’s often hard to know which financial professional does what and how they’re all different. Hopefully, this guide helps you hire an advisor you trust.

Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.

Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices.

Resources mentioned on this episode:

• Optometry Wealth Advisors
• National Association of Personal Financial Advisors (NAPFA)
• The XY Planning Network
• SEC Advisor Lookup
• Find a Certified Financial Planner (CFP®) Professional
• Certified Student Loan Professional (CSLP®)

The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.