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Office
5353 Gamble Drive
Suite 310
Saint Louis Park, MN 55416Phone+1 952-641-7616- Is this information wrong?
Summary
- Financial planning for physicians and dentists is the focus of Greenwald Wealth Management.
Financial medicine is my calling. After 11 years as a practicing physician, I realized another calling: solving the financial issues of my colleagues in healthcare. I now work exclusively with physicians and dentists to solve the unique financial needs of the medical and dental professions. I bring the same approach to financial planning that I brought as a doctor: quality and attention to detail. I assist physicians and dentists in organizing their financial lives in order to help protect their families and assets, and effectively managing investments for long-term financial security.
Specialties: I create and manage a healthy financial plan that strategically integrates essential components, including:
• Financial Planning
• Investment Services
• Accumulation
• Retirement Planning
• Estate Planning
• Risk Management
• Taxation
DISCLAIMER: This communication is strictly intended for individuals residing in the states of CA, FL, IL, MN, NJ, NY, OH, PA, SD, TX, and WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network ®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Greenwald Wealth Management, Inc. 1660 South Highway 100, Suite 270 St. Louis Park, MN 55416. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.
Education & Training
- University of MinnesotaResidency, Internal Medicine, 1987 - 1990
- Albert Einstein College of MedicineClass of 1987
- Amherst CollegeBA, Political Science, 1983
Certifications & Licensure
- MN State Medical License 1989 - 2019
- CERTIFIED FINANCIAL PLANNER™Financial Planning
Awards, Honors, & Recognition
- Top Financial Advisers for Dentists Dental Economics, 2013
- Top Financial Advisers for Doctors Medical Economics, 2012
Publications & Presentations
PubMed
- Navigating the investment landscape: why every dentist needs an investment policy statement.Steven C Finkelstein, Joel Greenwald> ;Northwest Dentistry. 2011 Nov 1
- Examining your investment beliefs in a volatile market.Steven C Finkelstein, Joel Greenwald> ;Northwest Dentistry. 2010 Jan 1
- Smarter investing: how to benefit from the science of behavioral finance.Steven C Finkelstein, Joel Greenwald> ;Northwest Dentistry. 2009 May 1
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Journal Articles
- The Pros and Cons of LTC Insurance for PhysiciansJoel Greenwald, MD, CFP, Physician's Money Digest, 9/28/2013
- Tips for Dentists on How to Prepare for RetirementJoel Greenwald, MD, CFP®, Dental Practice Management, 10/16/2013
- The Pros and Cons of LTC Insurance for PhysiciansJoel Greenwald, MD, CFP®, Physician's Money Digest, 9/28/2013
Press Mentions
- More Physicians Have Become Millionaires Since Before the Pandemic, Survey FindsJune 11th, 2021
- Ten Ways Docs Are Cutting Costs and Saving MoneySeptember 8th, 2020
- Survey: Most FPs Live at or Below Their MeansJuly 22nd, 2020
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Professional Memberships
- Minneapolis Society of Internal MedicineCouncil Member
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