About

Sotirios Keros, MD PhD EA (circa 2014)

Sotirios Keros is the sole owner of STKeros Financial Planning, LLC (aka STK Planning). He has been giving advice and financial presentations on taxes, investing, and financial planning since 1998. He is an Enrolled Agent, authorized with unlimited practice rights to represent clients before the IRS.

He is co-founder of the not-for-profit “DOCTORED MONEY” organization, whose mission is to “Improve Physician Wellness through Financial Education”. On behalf of DOCTORED MONEY, Sotirios and co-founder Dr. Dalton Haslam have lectured to over 3000 medical professionals in the past several years. Here is a list of past lectures and workshops.

Sotirios is member of the Investment Committee of the American Academy of Neurology.

Here is his personal website, which contains a fuller biography.

Important details about STK Planning can be found in our “ADV Part 2” statements. Here is our privacy policy.

Sotirios founded the firm in response to observing that people were ill-served by the current high-fee or commission-based advisors which are typical of the financial services industry.

As a physician, Sotirios’s passion was in educating patients and families about their health conditions, as well as in teaching medical residents and medical students. Sotirios believes that if people have a reliable and trustworthy person guiding them to make prudent decisions, they will have more time and resources to devote to their primary interests, such as their families and their careers. In his 20+ years of helping others with their finances, he has found that financial planning is rewarding in a very similar way to his past work with patients and in medical education.

STKeros Financial Planning, LLC (STK Planning) is a Registered Investment Advisory Firm based in New York State and registered in both NY and SD. STK Planning can work with clients in any state.