David I. Katz

David I. Katz

Wealth Manager and Financial Advisor

I bring more than two decades of experience to my role as an advisor and guide to today's volatile financial markets. I also have a deep understanding of the financial issues facing many doctors, dentists, and other medical professionals.

I have developed retirement plans for doctors who own their own practices, including 401(k), profit sharing, and cash balance plans. By looking at your entire financial picture – including cash reserves, investments, insurance, and debt obligations – you will have greater clarity, a game plan for the future, and a renewed sense of confidence.

My clients will tell you that I clarify, diagnose and prepare a clear path of options for them and their families.

- Named as one of the "Best Financial Advisers for Doctors" by Medical Economics Magazine 2011, 2012, 2013 and 2014

- Five Star Wealth Manager Award Winner in Florida and NJ 2012, 2013 and 2014 by Five Star Professional

- Named as one of the "Best Financial Advisers for Dentists" 2012, 2013 and 2014 by Dental Products Report