Business

Here’s a doctor-turned-financial adviser’s prescription for clients

Daniel Schwartz, a financial adviser in East Hil꧟ls, has a striking new twist on holistic solutions. Schwartz, 55, is a distinguished medical doctor who held high-profile assignments until he seriously injured his arm in a bad fall that cut short his career as a surgeon, John Aidan Byrne reports.

But it did not dim his ambitions, nor impair his ability to work in a new field. Schwartz picked up his MBA at Hofst❀ra University, and was recruited recently by 🐬Blue Ocean Wealth Solutions as an adviser on Long Island.

His prospective clients include physicians and o🐟ther health care professionals. And his prescription for finanᩚᩚᩚᩚᩚᩚ⁤⁤⁤⁤ᩚ⁤⁤⁤⁤ᩚ⁤⁤⁤⁤ᩚ𒀱ᩚᩚᩚcial health: Protect your biggest asset.

“These professional🍬s don’t always know how to invest and grow their ꦓmoney,” Dr. Schwartz said.

“More importantly, they don’t really understand the idea of essential protection during their careers through life insurance and through disability insurance,” added the former surgeon, once the medical༒ director of thoracic oncology at St. Catherine of Siena Medical Center on Long Island.