Nonclinical Careers: Physician Financial Planner

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Nonclinical Careers: Physician Financial Planner

We recently found this article by Ed Rabinowitz entitled “Internist Switches Gears to Practice Financial Planning,” whcih features the decision of Joel Greenwald, MD, to change careers and begin a nonclinical career.

Here is an excerpt from the article: ‘When Joel Greenwald, MD, counsels physicians on how to manage their money, they listen. But not just because he’s a successful financial planner who works exclusively with dentists and physicians. It’s because he truly has been there, done that. Greenwald, a physician turned certified financial planner, walked away from an 11-year medical career in internal medicine at age 40. And having practiced for more than a decade in the Twin Cities region of Minnesota, he was known in the community and known by his colleagues. “I have a great deal of insight into their lives, what they’re experiencing and what their goals are,” Greenwald says. “They don’t have to spend a lot of time explaining to me who there are and what they do.” But that doesn’t mean the transition to financial planning was an easy one.’

To read the full article and learn more about HCPlive, please visit their website.


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