Irving Katz

Irving has been a Financial Strategist/Family Business Coach for 40 years. 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 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 Katz, MBA, MSFS, CHFE, CLU received his MBA in Finance & 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.