Dawn Baker speaks with SC Gutierrez about the highs and lows on her journey of building a financial firm with an ethical, transparent business model.
Sarah Catherine (SC) Gutierrez is the CEO of Aptus Financial. She holds an MPP from Harvard University, and Certified Financial Planner® and Chartered Retirement Plans Specialist designations. Her firm provides flat-fee financial planning services to early-career attending physicians and other young professionals. Aptus has helped more than 800 physicians DIY their finances by providing financial mentorship, personalized guidance, and simple, unbiased investment advice. In addition, her firm serves as fiduciary advisor to retirement plans and manages financial wellness and student loan advice programs for healthcare organizations and other companies, encompassing more than 30,000 employee participants. She is the author of But First, Save10: The One Simple Money Move That Will Change Your Life and writes a monthly financial column called Save Yourself for the Arkansas Democrat Gazette.
SC's book
SC's company website
Get in touch with Dawn:
Dawn Baker speaks with SC Gutierrez about the highs and lows on her journey of building a financial firm with an ethical, transparent business model.
Sarah Catherine (SC) Gutierrez is the CEO of Aptus Financial. She holds an MPP from Harvard University, and Certified Financial Planner® and Chartered Retirement Plans Specialist designations. Her firm provides flat-fee financial planning services to early-career attending physicians and other young professionals. Aptus has helped more than 800 physicians DIY their finances by providing financial mentorship, personalized guidance, and simple, unbiased investment advice. In addition, her firm serves as fiduciary advisor to retirement plans and manages financial wellness and student loan advice programs for healthcare organizations and other companies, encompassing more than 30,000 employee participants. She is the author of But First, Save10: The One Simple Money Move That Will Change Your Life and writes a monthly financial column called Save Yourself for the Arkansas Democrat Gazette.
SC's book
SC's company website
Get in touch with Dawn: