Meet the Team
Dr. Dat Bui O.D
Dr. Bui is an optometrist at the Apple Wellness Center in the heart of Silicon Valley. He has a deep passion for ocular disease and healthcare technology. He started his career with $220K of student debt and was able to finish this massive debt in 5 years using budgeting and personal finance, along with investing. He is a big advocate for passive index funding with a small portfolio toward technology stocks.
Lastly, Dat wants to help all new doctors and high-earning professionals navigate toward wealth and financial independence.
Dr. Aaron Neufeld O.D
Dr. Neufeld is the owner of a 7-figure multi-doctor practice located in Los Altos, CA. A mere two years after graduation he eliminated his substantial student debt of over $150K. He now focuses his energy on practice growth through patient-focused care, serial investing and helping others achieve financial freedom.
Aaron believes in a balanced portfolio rooted in passive index funds, but also invests in small cap biotech stocks, private equities and real estate. Additionally, he frequently writes for industry publications and sits on advisory boards/expert panels.
Dr. Julie Phan O.D
Marketing Director/ Real Estate Investor
Always the entrepreneur at heart, Dr. Phan decided in 2018, while expecting her first child, to pursue the goal of working smarter rather than harder in order to allow a greater focus on her growing family. She purchased her initial investment property in early 2018. Currently, she has over seven properties in total, all of which she has never visited. Through leveraging a talented team of realtors, contractors, and property managers spanning five states, Dr. Phan has steadily built a real estate business that generates consistent passive income. She plans to continue investing in small multifamily structures and eventually larger apartment buildings with the ultimate goal of achieving financial independence before the age of 40 so she can fully dedicate her time to raising her children while overseeing her two optometry practices.
Along the way, she hopes to inspire friends, family, and colleagues about the value of real estate investment so they can work towards their own financial independence.
Dr. Chris Lopez O.D
Dr. Christopher Lopez graduated Summa Cum Laude from the University of Houston College of Optometry. He is originally from Southern California and now resides in Wisconsin with his family. Chris is on the path to crush his student loan debt while working towards practice ownership in the near future. He publishes articles for different optometry journals and ODs On Finance, and is passionate about helping optometry students and young ODs navigate their job search journey.
Chris is an advocate of passive index fund investing and plans to get into real estate (once his student loans are paid off!).