⌘K or / to open · ↑↓ to move · ↵ to open · esc to closeFull search page →

    Tanya Frias, CFP®, ChSNC®

    Bio from the earlier Andwise site, 2022–2024. The roles at Andwise it describes have ended.

    Tanya Frias, a Certified Financial Planner with 20 years in Financial Services, champions financial accessibility in underserved communities. With experience as Chief Financial Planner at Freeman Capital and a CUNY alumna, she’s currently enhancing her expertise through Kellogg at Northwestern’s Executive MBA. Tanya’s dedication strengthens Andwise’s focus on financial education and planning.

    19articles

    1. Financial Planning Simplified for Physicians: Harnessing "The Index Card" Approach

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    2. Mastering Tax Planning: A Year-Round Guide for Employed Physicians

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    3. Mastering Financial Wellness for Physicians: Lessons from "Predictably Irrational"

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    4. Navigating Financial Health for Physicians: Insights from "Nudge"

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    5. Bridging Financial Wisdom: Applying "Rich Dad Poor Dad" Principles to the Medical Profession

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    6. Closing the ‘Behavior Gap’: Financial Strategies for Physicians from Carl Richards' Insights

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    7. Strategic Wealth-Building for Physicians: "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    8. Investing Simplified: How Physicians Can Use "A Random Walk Down Wall Street" to Their Advantage

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    9. Mastering Personal Finance with "Your Money or Your Life"

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    10. Supporting Physicians Through Career Transitions: A Comprehensive Guide for Advisors

      Tanya Frias, CFP®, ChSNC® · Explainer

      Mid career
    11. Loud Budgeting for Early-Career Physicians: Building Financial Wellness Together

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    12. Navigating a Financial Windfall: Making the Most of a Life Insurance Payout

      Tanya Frias, CFP®, ChSNC® · Explainer

      Mid career
    13. Ensuring Your Family's Financial Security: How to Find the Right Term Life Insurance Coverage

      Tanya Frias, CFP®, ChSNC® · Explainer

      Early careerMid career
    14. Insuring Your Assets: A Guide to Home, Renter's, Auto Insurance and Umbrella

      Tanya Frias, CFP®, ChSNC® · Explainer

      Early careerMid career
    15. A Physician's Guide to Building a Well-Diversified Portfolio

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    16. Managing Your Cash Flow: A Comprehensive Guide to Budgeting for Physicians

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    17. Maximizing Retirement Savings: Understanding Tax-Advantaged Accounts and Employer Matches

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    18. Maximizing Your Savings: How to Find the Best High-Yield Account

      Tanya Frias, CFP®, ChSNC® · Explainer

      Early careerMid career
    19. Paying Off Debt: Strategies for Physicians with Student Loans, Credit Card Debt, and Other Obligations

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career

    This is not a substitute for the advice of an attorney. Andwise is not affiliated with or endorsed by the U.S. Department of Education or any lender or loan servicer.