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Personal Financial Services for DVM Students

The purpose of the NC State College of Veterinary Medicine Personal Financial Services office is to equip College of Veterinary Medicine students with the tools they need to be successful in their professional lives during and after veterinary school.

To this end, the Personal Financial Services office is pleased to offer students:

  • Budgeting preparation and modification
  • Investment and Insurance Education
  • Debt and Student Loan Repayment Education
  • Holistic Financial Planning
  • Individualized financial wellness appointments
  • Finance-related small groups, presentations, and events

Resources for Students

 Individual financial wellness appointments:

We believe Personal Finance is a lifelong endeavor that is influenced by many factors including; interests, abilities, values, personality, background, market conditions, and circumstances. Financial advisors help students and their families know and understand their needs, wishes, wants and the world that influences them in order to make intentional financial and life decisions. We encourage those interested to bring all “decision stakeholders” in to talk, please do not hesitate to ask. We look forward to working with you and your family!

 Small Group Sessions:

By offering different mediums through which personal financial material is delivered and absorbed, we believe we can help our students to feel more comfortable with making important financial decisions. These decisions impact the rest of their lives and, while individual appointments are the best method of building and maintaining a personalized plan, small group sessions are a great way to share ideas and learn different perspectives.

If you have a group of 2 to 10 people who are interested in a certain topic, let’s schedule some time to have that conversation together! If you are individually interested in a topic and would like to meet in a small group, let us know so that we can gauge the interest of others!

 Scheduling some time:
Book an appointment

Andrew Rotz, CFP®, CCFC
Director of Personal Finance and Financial Literacy
North Carolina State University – College of Veterinary Medicine
Student Services – Room A268
Office: 919-513-6280

While we prefer meeting during business hours, Monday – Friday from 9:00am – 5:00pm, we will try to accommodate any and all requests for after/before hours, weekends, on-campus or off-campus, virtual or live meetings.

The following is a list of common topics that come up, but their knowledge and background is not limited to this list:

  • Student loan management and education
  • Credit score/credit reports
  • Budgeting
  • Business planning
  • Life insurance, disability insurance, AVMA coverage, PLIT
  • Home loans, auto loans
  • Car and homeowners’ insurance
  • Estate planning (will and trust)
  • Credit cards
  • Investments, retirement planning, financial planning
  • Taxes

The PawCast, Navigating the Veterinary Profession

The PawCast offers advice to the veterinary profession on career development, personal finance and the business of veterinary medicine.