Meet Irving R. Katz, Financial Strategist
Please click here to view a quick video about Irving Katz
Irving R. Katz, President of Katz Financial LLC, is a Financial Architect. Over the years his clients have retained him for his expertise, and his ability to remain current.
Irving specializes in Retirement Planning, Wealth Creation, Wealth Retention, The Blueprints For Tomorrow Program, and Estate planning for his Business Owner clients.
I have a passion for what I do. It is exciting and very rewarding for me to see individual growth and success as a result of our strategic planning efforts.
- Irving implements the best plans for his clients. He teams with the clients accountant, and attorney to ensure all of his clients key advisors are on the same page. He practices advisor collaboration.
- Most recently Irving has taught business building workshops for his clients and their strategic partners. These include Client Acquisition, Outperforming the Competition, The Blueprints For Tomorrow Program, and Business Planning.
- Irving’s focus is on helping his clients create, preserve and distribute business and personal assets. His success has been guided by a strong commitment to meeting each clients business and personal financial needs.
Irving Katz, MBA, MSFS, CHFC, CLU received his MBA in Finance and Marketing from the Kelly School of Business at Indiana University. He is a Registered Investment Advisor, Chartered Life Underwriter, Life Analyst and a Chartered Financial Consultant.
