Kayse A. Kress, CFP® Physician Wealth Services

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About Kayse A. Kress, CFP®

I’m Kayse, a Certified Financial Planner for Physician Wealth Services (PWS), a popular financial planning firm founded by the spouse of a physician. PWS works exclusively with physician families to empower their ability to master their finances and ultimately change the course of their financial future. My expertise spans 15 years of providing independent and objective fee-based financial planning. Prior to my work with PWS, I owned my own firm where I mastered the type of expertise many people need to make informed decisions with their money.

Having the opportunity to wear all of the hats that goes along with running your own firm made me learn a lot about myself. Through a great network, I found my home at Physician Wealth Services. Seeing the passion that Ryan Inman, founder of PWS, has to help other physician families just like his own, I knew right away that it was the right fit. While I am not married to a doctor, I knew our values and philosophies would create a great team.

Your patients trust you with their health, our clients trust us with their finances. Just like you, our firm will take a comprehensive approach to providing care. Throughout the financial planning process, we will take everything into account to identify where you are, where you want to be, and how to get there.

Working together in an ongoing relationship will allow us to be an accountability partner for you. It will ensure that you receive continual care, and that the informed decisions you make will get implemented and updated when necessary.

When life throws you a curveball, it also means you’ve got a financial expert who’s on-call to help you navigate your way.

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Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Upfront Fee: $999
  • Monthly Fee: $300/mo or $500/mo

 

SEC Records

States Registered

  • California
  • Connecticut
  • Nevada
  • Texas

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