Isaiah Douglass

 

Member profile details

Membership level
3. Consultant/Advisor
First name
Isaiah
Middle Name
T
Last name
Douglass
Phone
3177076238
Degree/Designation
MBA, CFP(R)
Country
United States
Professional Organizations
Vincere Wealth Management
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Join a Committee/SIG!
  • Communications Committee
Title
Partner - Financial Planner
Mobile Phone
3177076238
 

Professional Information

Company
Vincere Wealth Management
Business Address 1
3500 Depauw Blvd
Address Cont.
Suite 1110
City
Indianapolis
State/Province
Indiana
Zip/Postal Code
46268
Region of Professional Reach
  • Nationwide US
 

Training and Expertise

Expertise
  • Financial Planning Services
  • Practice Financing
Education (Degree(s)/School(s)/Year(s)
CERTIFIED FINANCIAL PLANNER (TM) Designation | 2016-2018 | Designation earned on 4/11/2018

Master of Business Administration - Concentration on Entrepreneurship and Innovation | Indiana University - Fort Wayne | 2013-2015

Bachelor's Degree - Business Management | Indiana University - Fort Wayne | 2010-2012
Professional Organization Affiliations
National Association of Personal Financal Advisors (NAPFA)

Fee-Only Network

Financial Planning Association (FPA)

CERTIFIED FINANCIAL PLANNER (TM) Professional
Current Professional Activity
Speaking at the University of Illinois, CVMA, CIVMA, IVMA, Veterinary Financial Summit. Working to be a VBMA speaker as well.
Tenure in Vet Industry
0-5 Years
Weblink(s) to Video Materials
 

Speakers Bureau

Include in Speakers Bureau
  • Yes
Presentation Topics
-Student Loans: A generation's burden
-Behavioral Finance: The key to results in investing
-Insurance: What veterinarians need
-Bitcoin: The story of the 2020s
-The Seven Deadly Sins of Financial Planning
Speaking Expertise
  • Banking/Financial Services
  • Financial Planning Services
  • Insurance
Signature
Isaiah Douglass
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