Kelly Reddy Heffner
Kelly Reddy-Heffner
Designation: CFP®, CSLP®
Languages: English
Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom. It is exceptionally hard to navigate a healthcare professions degree without student loan debt, this expertise is essential to helping our clients.

Business Information

Your Financial Pharmacist was started in 2015 with a primary mission to help pharmacy professionals on their path towards achieving financial freedom.

Through his experience of paying off $200,000 in debt, Tim Ulbrich, PharmD (YFP CEO) quickly learned that many pharmacists were struggling with mounds of student loan debt and a feeling of being overwhelmed and living paycheck-to-paycheck despite having a six-figure income. This led him to create the Your Financial Pharmacist blog in 2015 to encourage a community of pharmacists and pharmacy students to live a life free of financial stress.

Tim Ulbrich met Tim Baker, CERTIFIED FINANCIAL PLANNER™ (YFP COO), who had been serving pharmacists by providing fee-only financial planning services. Together they created the Your Financial Pharmacist Podcast in July 2017, which now has over a quarter-million downloads.

The Tims also speak to pharmacy school and organization across the country and YFP is a strategic partner with the American Pharmacists Association (APhA).

Business name: Your Financial Pharmacist
Email: kheffner@yourfinancialpharmacist.com
Business phone: 614-618-5901
Focus areas: Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Business related (partnerships, etc), Retirement planning, Insurance, Personal Taxes
License: 248592
Other license: Student loans, Comprehensive financial planning, Budget & debt management, Investment management, Estate planning, Business related (partnerships, etc), Retirement planning, Insurance, Personal Taxes

Disclaimer

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Address

620 E Broad Street, Suite G
City: Columbus
State: OH
Zipcode: 43215

Links

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