Hippocratic Financial Advisors

Andrew Van Treeck is a CFP® professional with two years of industry experience. He is currently with Hippocratic Financial Advisors, where he has worked since 2023. Prior to that, he was with Fort Pitt Capital Group for two years and has experience in nonprofit and community service roles. Hippocratic Financial Advisors provides investment management, financial planning, and educational seminars to individual and high-net-worth clients, recently adding a student-loan analysis and management service. The firm manages discretionary assets across several hundred accounts from five offices, using a Modern Portfolio Theory-based approach with diversified, low-cost mutual funds and ETFs tailored to client risk tolerance and goals.

Susan Copeland is a CFP® professional with 10 years of experience in financial advising. She is currently with Hippocratic Financial Advisors and has previously worked at Avantax Planning Partners, Bridgeworth, LLC, and Cahaba Wealth Management, Inc. Outside of her advisory role, she teaches weekly spin classes at YMCA Mt. Brook. Hippocratic Financial Advisors provides investment management, financial planning, and educational seminars to individual and high-net-worth clients, recently adding a student-loan analysis and management service. The firm emphasizes a Modern Portfolio Theory approach with diversified, low-cost funds and tailored portfolios, operating five offices while managing several hundred client accounts.

Ravi Davis is a CFP® professional with 12 years of industry experience, currently serving at Hippocratic Financial Advisors in Westlake Village, CA. His prior work includes positions at Advanced Practice Advisors and Chris A Clark Insurance Services. In addition to his advisory role, he is a partner at Hippocratic Insurance Services, where he manages client property and casualty, disability, and fixed life insurance products. He also owns Hippocratic Family Offices, a technology consulting firm. Hippocratic Financial Advisors provides investment management, financial planning, and educational seminars to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach, focusing on diversified, low-cost investments tailored to client risk tolerance and goals, and operates multiple offices while managing several hundred client accounts.

Deron Dong is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hippocratic Financial Advisors and has previously been associated with Rivetti Financial Group, LLC, and Rivetti Investment Services, LLC. Dong also offers fixed insurance products, including life, health, disability, and long-term care, through his own DBA, DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients with investment management, financial planning, and educational seminars, recently expanding to include student-loan analysis and management. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, low-cost funds and tailored client portfolios, operating multiple offices and managing several hundred accounts.