Our Story
Built by a Veterinarian, for Veterinarians
Beacon Veterinary Wealth was founded with a single purpose: to give Veterinarians access to the specialized financial guidance they deserve.
Ryan Koopmans, DVM, CFP®, CEPA®
Financial Advisor, Lifeworks Advisors, LLC
Ryan brings a rare dual perspective to financial planning: a decade-plus career as a veterinarian — a practicing animal doctor with a DVM degree — combined with a deep specialization in the financial lives of veterinary professionals. After years practicing small animal medicine, he pursued a Master's degree in Financial Planning and transitioned into wealth management, driven by firsthand experience with the financial challenges unique to the veterinary field: student debt, irregular income, and practice ownership.
Today, Ryan is a financial advisor where he works with individuals and families — many of them fellow veterinarians and healthcare professionals — on comprehensive financial planning, portfolio management, and retirement strategy. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, along with Series 65 and 66 licenses.
Ryan continues to practice veterinary medicine as an associate veterinarian, giving him an ongoing, ground-level understanding of the animal care profession he now helps guide financially. Based in Brentwood, California, he is a frequent guest speaker on financial wellness for veterinary audiences.
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- Series 65 & 66 Licensed
- DVM — decade-plus clinical veterinary experience
- Master's degree in Financial Planning
- Based in California
Empowering Veterinarians to Achieve Financial Success
Our mission is to empower veterinarians — doctors of veterinary medicine who care for animals — to achieve financial success through expert, personalized financial planning. With a long-term commitment to our clients' well-being, we craft customized strategies that address the unique challenges of a veterinary career, ensuring sustainable financial security and peace of mind.
The Most Trusted Financial Partner for Veterinarians
Our vision is to be the most trusted financial planning partner for veterinarians nationwide — DVMs, VMDs, and veterinary specialists who care for animals and deserve the same level of specialized care for their finances. We aspire to transform the financial futures of veterinary professionals so they can focus on their passion for animal medicine.
The Beacon Difference
What Sets Us Apart
Veterinarian Focus
We don't serve everyone. Our entire practice is built around the financial needs of veterinarians — animal doctors with DVM and VMD degrees — which means we know your world deeply.
Fiduciary Standard
We are legally and ethically obligated to act in your best interest at all times. No commissions, no conflicts of interest.
Virtual & Nationwide
We meet with clients virtually, which means geography is never a barrier. Wherever your veterinary career takes you, we're with you.
Comprehensive Approach
We don't just manage investments. We look at your entire financial picture as a veterinary professional — planning, investments, insurance, and taxes — all in one place.
Let's Start a Conversation
Whether you're just starting out in your veterinary career or well into it, we'd love to learn about your goals and show you what's possible.