Irving
R. Katz
President
and founder | Irving
R. Katz is a Chartered Financial Consultant with
years of experience in financial
services, especially
business and estate planning. He focuses on helping
clients create, preserve and distribute business and
personal assets. His
success has been guided by a strong
commitment to meeting each client’s needs
using the
most current strategies for financial planning. He
has earned a Master of Science in Financial Services (MSFS)
from the American
College in Bryn Mawr, Pennsylvania and
a Master of Business Administration
(MBA) from Indiana
University in Bloomington, Indiana. In addition, he holds
designations from the Society of Financial Professionals (was CLU)
and National
Association of Insurance and Financial Advisors
(was NALU) from The American
College. |
