The Financial Marketplace for Healthcare Professionals
Welcome to the RouteFin Marketplace, your go-to destination for finding real financial support that speaks to the healthcare experience. Browse a curated list of trusted financial advisors, CPAs, planners, and investment pros who actually get what you’re navigating.
Featured Financial Experts
Investing / Retirement
Uchechi Kalu, CFP®
Uchechi Kalu, CFP® partners with high-achievers who know how to make money but want consistent wealth-building strategies, offering fee-only planning, investment management, and coaching with a personal and supportive approach.
Investing / Retirement
Jose Cadena, CFP®
Jose Cadena, CFP® helps professionals and small business owners navigate student loans, cash flow, and long-term planning with clarity—guided by his experience as a clinician himself.
Investing / Retirement
Josef Mehall, CFP®
Josef Mehall, CFP® focuses on simplifying decisions and building a personalized plan designed to grow and protect wealth over time.
Investing / Retirement
Linda Rapisardo, CFP®
CFP® & founder of Canela Wealth helping first-generation professionals build clarity, confidence, and sustainable wealth through fee-only financial planning.
Investing / Retirement
Kaylee McClellan, CFP®
Kaylee McClellan, CFP® helps healthcare professionals and creative professionals design financial plans that reflect their values, lifestyle, and ambitions—whether that’s growing a practice, planning for the future, or creating balance beyond work.
Investing / Retirement
Anna N’Jie-Konte, CFP®
Anna N’Jie-Konte, CFP®, founder of Poder Wealth, helps high-achieving women and people of color build generational wealth through values-driven financial planning and investment strategy.
Start by getting clear on what you actually need. Our FREE QUIZ helps you map out your financial priorities, uncover blind spots, and point you toward the right type of support, whether that’s investing, debt strategy, business finances, or long-term planning. It’s the easiest first step if you’re feeling unsure.
1️⃣ Identify your goals
Not sure where to start? Here's how it works:
03. Schedule a consult
02. Choose your expert
01. Identify your goals
Financial support isn’t one-size-fits-all — and knowing the difference between an advisor, coach, or planner matters. Explore our expert marketplace and read our guide, “Financial Advisor vs. Coach vs. Planner: A Guide for Healthcare Professionals,” to understand who does what so you can confidently choose the right fit for your goals.
2️⃣ Choose your expert
Wondering which expert is right for you? Start here:
03. Schedule a consult
02. Choose your expert
01. Identify your goals
Once you’ve found an expert you’re curious about, take the next step and book a consult. Most professionals offer a free discovery call so you can ask questions, share your goals, and see if the partnership feels aligned before making any commitments. Think of it as a pressure-free first conversation.
3️⃣ Schedule a consult
Found someone you like? Here’s how to get started:
03. Schedule a consult
02. Choose your expert
01. Identify your goals
All RouteFin Experts
Aashwin Sachdev, CFP®
learn more here
Certified Financial Planner®
First-generation wealth builders
Uchechi Kalu, CFP®
learn more here
Certified Financial Planner®
Women creatives & entrepreneurs
Taylor Nelsen, AFC®
learn more here
Accredited Financial Counselor
Values-based debt/savings plans
1099 / Self-Employed
Annie Garland, CFP®
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Certified Financial Planner®
Tax planning services
Shani Anderson, CPA®
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Certified Public Accountant
Small Business Bookeeping
Carol Alvarez, OTP
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Tax Strategist (for therapists)
Maximizing 1099 Deductions
Kim Marcuche, CPA®
learn more here
Certified Public Accountant
Payroll setup and support
Anna N'Jie-Konte, CFP®
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Certified Financial Planner®
Business growth strategy
Alex Bridges, CFP®
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Certified Financial Planner®
Tax prep & optimization
Budgeting
Cole Williams, CFP®
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Certified Financial Planner®
Behavioral Financial Advisor™
Jasmine Johnson, AFC®
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Accredited Financial Counselor
Financial therapy & counseling
Brooke Grossman, AFC®
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Accredited Financial Counselor
Budgeting & behavior change
LaQueshia Clemons, AFC®
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Accredited Financial Counselor
Financial coaching & education
Taylor Nelsen, AFC®
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Accredited Financial Counselor
Values-based debt & savings plans
Marshaya Rountree, LPC
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Licensed Professional Counselor
Financial wellness counseling
Linda Rapisardo, CFP®
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Certified Financial Planner®
First-generation wealth builders
Severine Bryan, AFC®
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Accredited Financial Counselor
Financial Counseling & Coaching
Noah O'Dell, DPT
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Financial Coach for Therapists
Personal finance foundations
Business Consulting/Private Practice
Tomeico Faison, OTD
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OT Business Consultant
Therapy entrepreneur support
Kim Marcuche, CPA®
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Certified Public Accountant
Small business marketing support
Shani Anderson, CPA®
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Certified Public Accountant
Simplified financial reports
Credit & Debt
Denise Sarkor, CEPA®, CAP®
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Private Wealth Advisor
Business & Philanthropic Advisory
LaQueshia Clemons, AFC®
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Accredited Financial Counselor
Financial coaching & education
Taylor Nelsen, AFC®
learn more here
Accredited Financial Counselor
Values-based debt/savings plans
Severine Bryan, AFC®
learn more here
Accredited Financial Counselor
Financial Counseling & Coaching
Aashwin Sachdev, CFP®
learn more here
Certified Financial Planner®
First-generation wealth builders
Cole Williams, CFP®
learn more here
Certified Financial Planner®
Behavioral Financial Advisor™
Investing / Retirement
Annie Garland, CFP®
learn more here
Certified Financial Planner®
Family & retirement planning
Josef Mehall, CFP®
learn more here
Certified Financial Planner®
Financial advisory services
Denise Sarkor, CEPA®, CAP®
learn more here
Private Wealth Advisor
Business & Philanthropic Advisory
Linda Rapisardo, CFP®
learn more here
Certified Financial Planner®
First-generation wealth builders
Cole Williams, CFP®
learn more here
Certified Financial Planner®
Behavioral Financial Advisor™
Anna N'Jie-Konte, CFP®
learn more here
Certified Financial Planner®
Intentional wealth building
Jose Cadena, CFP®
learn more here
Certified Financial Planner®
Values-aligned planning
Kaylee McClellan, CFP®
learn more here
Certified Financial Planner®
Money strategy for creatives
Alex Bridges, CFP®
learn more here
Certified Financial Planner®
Holistic financial planning
Aashwin Sachdev, CFP®
learn more here
Certified Financial Planner®
First-generation wealth builders
Uchechi Kalu, CFP®
learn more here
Certified Financial Planner®
Women creatives & entrepreneurs
Money Mindset
Brooke Grossman, AFC®
learn more here
Accredited Financial Counselor
Budgeting & behavior change
Marshaya Rountree, LPC
learn more here
Licensed Professional Counselor
Financial wellness counseling
Severine Bryan, AFC®
learn more here
Accredited Financial Counselor
Financial Counseling & Coaching
Noah O'Dell, DPT
learn more here
Financial Coach for Therapists
Personal finance foundations
Aashwin Sachdev, CFP®
learn more here
Certified Financial Planner®
First-generation wealth builders
Jasmine Johnson, AFC®
learn more here
Accredited Financial Counselor
Financial therapy & counseling
Student Loans
Linda Rapisardo, CFP®
learn more here
Certified Financial Planner®
First-generation wealth builders
Uchechi Kalu, CFP®
learn more here
Certified Financial Planner®
Women creatives & entrepreneurs
Jose Cadena, CFP®
learn more here
Certified Financial Planner®
Values-aligned planning
Noah O'Dell, DPT
learn more here
Financial Coach for Therapists
Personal finance foundations
Josef Mehall, CFP®
learn more here
Certified Financial Planner®
Financial advisory services
Kaylee McClellan, CFP®
learn more here
Certified Financial Planner®
Money strategy for creatives
Taxes / Tax Strategy
Shani Anderson, CPA®
learn more here
Certified Public Accountant
Small Business Bookeeping
Carol Alvarez, OTP
learn more here
Tax Strategist (for therapists)
Maximizing 1099 Deductions
Kim Marcuche, CPA®
learn more here
Certified Public Accountant
Small business marketing support
learn more here
learn more here
Alex Bridges, CFP®
learn more here
Certified Financial Planner®
Tax prep & optimization
Apply to Join the Marketplace
We’re currently accepting new partners on a rolling basis. Whether you're a tax pro, student loan specialist, investment advisor, or budget coach, we want to learn more about how you help people and why your work matters.
If you’re ready to build visibility with purpose and partner with a platform that prioritizes trust, apply now to become a RouteFin expert.
Frequently Asked Questions
6. How is RouteFin different from searching on Google or social media?
RouteFin is a curated marketplace built specifically for healthcare professionals. Instead of sorting through endless options, you’ll find vetted experts who understand your industry, meet our standards, and align with an education-first, judgment-free approach.
4. How should I prepare for my consult?
Come with a general idea of your goals, questions, and any major financial priorities you’re thinking about. You don’t need to have everything figured out — the consult is designed to help you gain clarity and decide if the expert is the right fit.
5. Is RouteFin free to use?
Yes — exploring the marketplace and connecting with experts is free. Each professional sets their own pricing, and many offer a free discovery call so you can learn more before deciding to move forward.
1. How are experts vetted on RouteFin?
Every professional on RouteFin completes a multi-step vetting process, including an application, credential review, and interview with our team. We look for experience serving healthcare professionals, strong ethical standards, alignment with RouteFin’s values, and a commitment to education-first, judgment-free, culturally competent support.
2. Are financial planners on RouteFin fiduciaries — and what does that mean?
Yes. All financial planners on RouteFin operate as fiduciaries, meaning they are legally required to act in your best interest. This standard helps ensure recommendations are aligned with your goals, not commissions or hidden incentives.
3. How do experts charge for their services?
Each expert sets their own pricing structure. Depending on who you choose, fees may include assets-under-management (AUM), flat-fee planning, hourly sessions, or packaged programs. You’ll always be able to review pricing and ask questions during your consult before committing to anything.
