CLIENT EDUCATION

S1E1

Money Management with
Darby Affeldt, DVM

Interview conducted by: Dr. Melissa Boyer

Bio: 

Darby Affeldt, DVM, RICP is a Financial Advisor for clients in multiple states. Darby works with veterinarians in all career stages, with small to mid-sized practice/business owners, and with individuals seeking retirement and estate planning guidance. As a Doctor of Veterinary Medicine herself—as well as being married to another DVM whom owns a large mixed animal practice —Darby understands the industry, its’ complexities and the needs of her clients. As a lifelong entrepreneur, Darby is deeply passionate about helping others to succeed and draws upon her personal experiences and training to support clients to efficiently pursue their financial goals. Her practice focuses on collaborating with her clients to comprehensively integrate debt management, saving, investing, college funding, and insurances to build wealth and design long-term retirement and legacy strategies. Darby is Securities registered—Series 7, holds a State Law Securities registration—Series 63, she is an Investment Advisor Representative—Series 65, and holds Life/Health/Disability Insurance licenses, each in multiple states.

Darby is originally from Colorado and received both her Bachelor’s and Doctorate degrees from Colorado State University. Darby’s articles are regularly featured in Veterinarian’s Money Digest, Veterinary Team Brief, Pulse and the WSVMA, and she has co-authored Real Life Financial Planning for Veterinarians.