Wealth manager and financial advisor David I. Katz is passionate about helping his clients develop effective strategies for reaching their financial goals. Katz has more than 22 years of experience in developing investment and risk management strategies for doctors, dentists, professors and other professionals and their families.
A Financial Prescription for Doctors and Dentists
Strategies for Achieving Your Personal and Career Goals
by David I. Katz
A Financial Prescription for Doctors and Dentists
Strategies for Achieving Your Personal and Career Goals
by David I. Katz
Published Dec 29, 2014
214 Pages
Genre: BUSINESS & ECONOMICS / Personal Finance / General
Book Details
Understanding the Financial Facts of Life
“David Katz’s book is an excellent source of information that we can all use to make our practices and personal lives more secure. Rather than ignoring the essential parts of your practice, like finance, insurance, investments, and retirement planning, read David’s book!”
—Edward Eisenberg, MD, Former Chief Medical Officer, Medco Health Solutions, Inc.
“David Katz delivers sound financial advice to dentists, doctors and other professionals. It’s like filling a cavity in our collective knowledge base.”
—Richard M. Levine, DDS
“I wish I had this financial primer when I was starting my medical career. As I now edge toward a reasonably secure retirement, I still gleaned many nuggets from David Katz’ guide, which covers the different stages in a professional’s life. Like a good textbook, some details may change, but David’s basic approach is solid as a rock.”
—Ellen Silver, MD, Medical Director, (former) WellPoint Inc.
“Most doctors are too busy to try to figure out how to invest. David Katz understands the financial issues that doctors face throughout their careers. He offers great ideas and strategies for overcoming those challenges and achieving their goals.”
—Edward Horvath, MD, Gastroenterologist