Vestia Personal Wealth Advisors
About Vestia Personal Wealth Advisors
Vestia was born from a deeply personal understanding of the unique financial challenges facing physician families.
Partner & CEO Lauren Oschman, CFP®, CDFA®, grew up watching her father, a brilliant interventional cardiologist, excel in his medical expertise while struggling alongside her mother to navigate complex financial decisions. Despite his renowned success in medicine, the demands of caring for patients and raising four children left little time or energy for mastering the intricacies of wealth management.
This experience sparked Lauren's passion for bridging the gap between medical excellence and financial empowerment. Together with four exceptional partners, she co-founded Vestia with a clear mission: to help the highest caliber physicians achieve Wealth That Matters®.
Today, Vestia serves as a trusted "financial first assist" for women physicians across diverse specializations nationwide. Understanding that medical professionals dedicate their lives to caring for others, Vestia lightens the financial load so these remarkable women can focus on what they do best.
Vestia's approach is rooted in values-driven, goal-focused planning that recognizes the unique professional and personal challenges women in medicine face.
From contract negotiations and retirement planning to benefits enrollment and everyday financial questions, their team provides comprehensive support tailored to the distinct needs of physician families.
At the heart of Vestia's philosophy is the belief that exceptional physicians deserve exceptional financial expertise. Through their collaborative approach and extensive network, they ensure that regardless of the financial challenge at hand, women in medicine have access to the resources and guidance needed to build wealth with a life of purpose and fulfillment.
About Financial Wellness for Healthcare Professionals
Led by Lauren Oschman, CFP®, CDFA®, co-founder of Vestia, this accredited educational activity addresses the unique financial challenges facing today's healthcare professionals.
Drawing from years of specialized experience serving physicians and their families, this program offers practical insights tailored specifically to the medical profession's distinct financial landscape.
Healthcare professionals will explore evidence-based strategies for navigating complex financial decisions throughout their careers. The program emphasizes a values-driven approach to financial planning, helping participants align their financial choices with their personal and professional goals. Key areas of focus include understanding physician-specific financial risks, optimizing compensation and benefits, and developing sustainable wealth-building strategies.
What sets this educational experience apart is its deep understanding of the medical profession's unique demands. Rather than generic financial advice, participants receive targeted guidance that acknowledges the realities of medical careers, from managing student debt and navigating contract negotiations to planning for specialty-specific risks and retirement goals.
Oschman's expertise stems from both personal experience growing up in a physician family and professional dedication to serving medical professionals nationwide. Her approach combines technical financial expertise with a genuine understanding of the challenges healthcare providers face in balancing exceptional patient care with personal financial wellness.
This program empowers healthcare professionals to take control of their financial futures with confidence, providing the specialized knowledge needed to build wealth that truly matters while maintaining focus on their vital work in medicine.
How Pinnacle Supported Vestia Through Joint Providership
Through our joint providership model, Pinnacle enabled Vestia Advisors LLC™ to offer accredited continuing education without the complexity of becoming an accredited provider.
As Vestia's accredited partner, Pinnacle managed all compliance requirements and documentation processes, ensuring their financial wellness education met rigorous standards set by accrediting bodies.
Pinnacle's team provided comprehensive oversight throughout the educational activity lifecycle. We handled conflict of interest reviews, managed disclosure requirements, and ensured content balance and bias-free presentation, critical elements for accreditation compliance. Our expertise in healthcare education standards allowed Vestia to focus entirely on delivering its specialized financial content while we managed the accreditation logistics behind the scenes.
By partnering with Pinnacle, Vestia could offer legitimate CE credits to healthcare professionals attending their educational programming without investing in internal accreditation infrastructure. This streamlined approach eliminated the typical 12-24 month accreditation timeline, allowing Vestia to launch its accredited offerings within months rather than years.
Pinnacle's established relationships with accrediting bodies and proven compliance frameworks ensured seamless credit delivery for all participants, enhancing the value and reach of Vestia's financial education initiatives.
