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Joel Greenwald, MD, Internal Medicine, Saint Paul, MN

JoelSethGreenwaldMD

Internal Medicine Saint Paul, MN

Financial Planning for Doctors (Physicians and Dentists) at Greenwald Wealth Management

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  • Office

    2500 Como Ave
    Saint Paul, MN 55108
    Phone+1 952-967-7955

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 Minnesota
    University of MinnesotaResidency, Internal Medicine, 1987 - 1990
  • Albert Einstein College of Medicine
    Albert Einstein College of MedicineClass of 1987
  • Amherst College
    Amherst CollegeBA, Political Science, 1983

Certifications & Licensure

  • MN State Medical License
    MN State Medical License 1989 - 2025
  • 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

Journal Articles

  • The Pros and Cons of LTC Insurance for Physicians  
    Joel Greenwald, MD, CFP, Physician's Money Digest, 9/28/2013
  • Tips for Dentists on How to Prepare for Retirement  
    Joel Greenwald, MD, CFP®, Dental Practice Management, 10/16/2013
  • The Pros and Cons of LTC Insurance for Physicians  
    Joel Greenwald, MD, CFP®, Physician's Money Digest, 9/28/2013

Press Mentions

  • More Physicians Have Become Millionaires Since Before the Pandemic, Survey Finds
    More Physicians Have Become Millionaires Since Before the Pandemic, Survey FindsJune 11th, 2021
  • Ten Ways Docs Are Cutting Costs and Saving Money
    Ten Ways Docs Are Cutting Costs and Saving MoneySeptember 8th, 2020
  • Survey: Most FPs Live at or Below Their Means
    Survey: Most FPs Live at or Below Their MeansJuly 22nd, 2020
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Professional Memberships

  • Minneapolis Society of Internal Medicine
    Council Member