Meet Dr. Stanley Liu

Dr. Stanley Liu is a husband, father, practicing cardiologist, and a financial wellness coach/speaker for physicians and medical trainees. Before founding, Stan was a beloved academic clinician-educator at the University of Maryland School of Medicine where he won multiple teaching awards and was recognized nationally by the American College of Cardiology as one of its elite educators. He was the University of Maryland’s 2020 recipient of the Gold Humanism Honor Society’s Leonard Tow Humanism in Medicine Award in recognition of his humanistic and empathic approach to education and patient care. 

Stan also happens to be a personal finance enthusiast and found himself giving talks to his cardiology fellows on essential personal finance topics. Demand for his talks eventually grew to the point that he is now a highly sought-after speaker for medical organizations and societies throughout the U.S. In 2023, Stan began his certified financial planner (CFP®) training and embarked on a new career as a financial wellness coach and speaker specializing in the needs of physicians. He provides a unique model as both a peer and professional who eliminates the conflict of interest commonly seen in the financial industry and fills the gaps left by those not specializing in physician needs.

Today, Stan’s professional mission is to advance social justice by treating, empowering or educating everyone he encounters with relentless humanism, optimism and pragmatism. He does that in two ways:

  1. Practicing cardiology part-time with a passion for patient empowerment in a sustainable manner that puts his health, marriage, and family first.
  2. Fight the burnout epidemic in medicine by helping as many physicians as possible build the life of their dreams through financial wellness coaching and speaking.

Professional Financial Wellness Coaching

Stan will begin accepting coaching clients in the Fall of 2023. Join the Wait List or reach out for a free, 30-minute consultation by emailing

Our process:

  • Create a clear vision of the person and professional life you want to live.
  • Create a short-term, medium-term and long-term plan that is:
    • Guided by your core ideals and values…
    • …but executed in pragmatic, real-world terms, guided by professional, evidence-based financial knowledge
  • Implement the strategy together. Possible interventions may include, but are not limited to:
    • Coaching on negotiating at work for higher salary or more time off
    • Walking through how to make the investment choices in your employer retirement account in an evidence-based manner unique to your vision.
    • Guidance on obtaining the right type of disability insurance
    • Navigating the world of student loan pay-off or forgiveness in a constantly changing landscape.
  • Reassess vision and strategy as needed as life circumstances evolve.
  • Part as friends if/when you are comfortable creating and implementing your strategy without guidance or an accountability partner – there will never be pressure to continue further.

Professional Financial Wellness Speaking

This is not your stale, one-size-fits-all Grand Rounds talk! Stan creates and delivers custom-made, highly rated talks, panel sessions, or webinars to meet the specific needs and interests of your organization, institution or medical society. He works with you to understand the core values of your target audience before delivering a talk that creates impact and inspires action. Example topics include (but are not limited to) the topics below. Book a free, 30-minute consultation by emailing


  • How to let your values dictate your life and career choices, not financial realities.
  • How to work with the financial industry (including me) without getting fleeced.
  • Effective negotiation skills: lessons from the world of business, law enforcement, and crisis hotlines.

Med students/trainees:

  • Understanding and mastering lifestyle creep with growing income
  • Understanding and minimizing your debt-to-income-ratio
  • Public Service Loan Forgiveness – how to determine if it’s right for you, and the latest updates in a constantly changing landscape.
  • Financial offense – introduction to investing and the concept of financial independence
  • Effective interviewing skills: lessons from a former Associate Program Director


  • Financial defense – emergency funds, life insurance, disability insurance, and umbrella insurance
  • Investing 101 – how to become a first-time informed investor
  • Case study: How to manage a transition from a $70k resident salary to a $300k attending salary with $300k of debt.

Early to late career:

  • The mathematical and psychological dimensions of choosing between conflicting financial priorities (e.g. investing vs paying off debt).
  • Pros and cons of 529 accounts
  • Be a Savvy Philanthropist: Giving to charity intelligently in a tax-optimized manner

Book The Doctor

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