Michael T. Swartz, CFP®, PDC

Michael T. Swartz is a Certified Financial PlannerTM Professional and Certified Physician Development Coach who specializes in working with physicians to develop comprehensive retirement plans. While his relationship with clients is often initiated through financial planning, Michael’s passion lies in inspiring clients to pursue a broader and deeper approach to comprehensive retirement planning.

PDC since 2024

Michael Swartz is an incredibly effective listener who has powerful coaching skills.  He is especially helpful identifying or eliciting metaphors to help his clients garner new insights to enhance their coaching experience.  He is always client centric in his behaviors and word choices. As a seasoned senior Professor of Pediatrics, practicing physician, and C-suite executive, I find Michael to consistently project a calming wisdom far beyond his years. I have had the opportunity to benefit from his coaching on numerous occasions and find he is at his best when I am most challenged.  I highly recommend Michael.

R.S.M.
MD, Professor of Pediatrics, Health care system CMO

Michael is an extraordinarily skilled and perceptive coach who has an immense generosity of spirit. After a few coaching sessions with him, I was able to uncover insights about myself, discover strengths I didn’t know I had, and make real progress toward my goals. I highly and unconditionally recommend him to anyone who is considering coaching.

N.C.
Family Physician