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Betsy Ratashak-Vogel (CFP®)

Betsy Ratashak-Vogel focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Betsy is a fee-only fiduciary financial planner serving women in medicine and their families.  With over a decade of experience in personal finance, she strives to support her clients to ease the burden of financial decision making, planning, and management. She can also be found savoring a robust cup of coffee, reading Dragons Love Tacos and exploring the beautiful Driftless Area with her spouse and two children.

NAPFA Start Date

May 16, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

208 E. Broadway Street Decorah, IA 52101-2513 Phone: +1 (707) 469-3580
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