CSLP Program - Student Loan Advisor Training
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Advisor Detail

Joe Hogan

Joseph Hogan

Designation: CFP®,CSLP®,EA
Languages: English
We focus on your student loans so you can focus on your patients.

Contact Information

555 E North Lane, Suite 6075
Business Phone:
215-671-6660
City: Conshohocken
State: PA
Zipcode: 19428
Business Name:
WealthFD

Business Information

As a dentist, every day brings happy smiles from those you help look and feel better. You’re part of a great profession that is highly regarded in your community… and it’s only through extensive training and preparation that you’ve succeeded. As a dentist, you understand the profession is a craft that’s part art, relationship, medicine, and entrepreneurship.

 

Yes, we said it, YOU are an entrepreneur. From start to finish, your dental career is truly a financial enterprise. You start with six-figure student loans and often conclude with you selling your beloved practice at retirement. Even if you decide practice ownership isn’t in your future you need to maximize your production while staying true to your treatment philosophies.

 

We understand the complexities of the dental industry and know how we can best serve you at any stage of your journey.

 

We have navigated the typical money pitfalls dentists fall into that keep them in the daily grind years longer than expected, such as entering into the wrong contracts, guessing on a student loan repayment strategy, making ill-informed investment decisions, or increasing your lifestyle faster than you increase your income.

 

Like you, we give competent, objective advice that’s always in the best interest of those we serve. We’re skilled listeners who offer financial advice tailored specifically for dentists. And just as we do with every client, our financial advisors promise to abide by the fiduciary standard.

Disclaimer:
Focus Areas:
Student loans for dentists, tax planning, investment planning
License 1:
CFP 269310
License 2:
00148506-EA
Fees:
Flat Fee
CSLP Issue:
October 30, 2019
CSLP Exp:
October 30, 2025

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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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