Becky Vogt-Lundeen works with medical professionals to live through their values by delivering fiduciary financial planning and presenting financial wellness education across the nation. She creates a guilt-free, inclusive space to openly discuss the goals, hopes, dreams, and fears of all her clients. It is her mission to educate and empower
her clients to live their best lives through proper planning.
Becky worked her way up from a college intern in rural Wisconsin to a financial advisor for one of Arizona’s most recognized wealth management firms in 5 short years. She is a Retirement Income Certified Professional® and a Certified Financial Planner™, a designation held by less than 30% of all financial advisors. She is also a member of the elite 2% of CFP’s® who are women under 30. She understands that medical professionals have been life-long students and upon graduation enter their careers with high debt, high stress, even higher expectations, and little direction for how to manage it all. How does she know this? She has been in lockstep with her husband, a current 3rd year medical student, since before the MCAT!