Mitch Katz Email and Phone Number
Mitch Katz work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
Mitch Katz personal email
Mitch Katz phone numbers
At Capital Associates, we craft the financial plan that gives you confidence and clarity. We build an investment portfolio that evolves along with your life. By maintaining a 360-degree relationship, we ensure that you’re always making the right moves to secure your legacy. These are the 3 steps to your lasting success:DESIGN: Understand and clarify your life and financial goals—then create a tailored financial plan designed to help make your goals possible.BUILD: Evidence-based investing uses academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.PROTECT: Provide discipline, perspective and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.I was born and raised in Annapolis, Md. and graduated from the University of Maryland at College Park. I am an avid Maryland Terrapins fan and global stamp collector, having travelled the world to places like Turkey, India and Machu Picchu, Peru, just to name a few. I have a strong connection to the Washington D.C. area and am always looking for ways to stay involved and give back to the community. I volunteer with Becky’s Fund—a D.C.-based organization that fosters awareness, encourages advocacy, promotes activism against domestic violence, and creates a support system for victims of domestic violence. I am also actively involved with Innovation Africa—a non-profit organization bringing sustainable technologies to rural African villages.Contact me at mkatz@capitalassoc.net and visit www.capitalassoc.net - let’s build your financial legacy together.
Capital Associates, Llc
View- Website:
- capitalassoc.net
- Employees:
- 4
-
Partner & Co-FounderCapital Associates, Llc Jun 1998 - PresentOur approach to life based Retirement Planning is very simple. We call it Design. Build. Protect. Design a plan built around your life. Build a disciplined and academically grounded Investment Strategy that combines Financial Planning and Relationship Management to protect your wealth allowing you to live the lifestyle you want without outliving your money.Our partnerships with leading companies in the financial services industry will give your family access to a fully-integrated platform that meets your sophisticated objectives. We’ll leverage and customize the right services for your needs, providing a boutique client experience with global-scale resources.Capital Associates, LLC | 6901 Rockledge Dr | Suite 500 | Bethesda| MD | 20817 | Tel: 301.581.4108I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment AdviserI am not licensed in all jurisdictions. CA Ins Lic# 0G78104Neither Capital Associates LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.Capital Associates LLC is not owned or operated by New York Life Insurance Company or its affiliates.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.
-
Financial AdviserEagle Strategies, Llc Jul 2002 - PresentEagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. -
AgentNew York Life Insurance Company Apr 2000 - Present
Mitch Katz Skills
Mitch Katz Education Details
-
Bachelor Of Arts (Ba)
Frequently Asked Questions about Mitch Katz
What company does Mitch Katz work for?
Mitch Katz works for Capital Associates, Llc
What is Mitch Katz's role at the current company?
Mitch Katz's current role is Design, Build, & Protect Your Financial Legacy | Wealth Management Advisor & Partner at Capital Associates.
What is Mitch Katz's email address?
Mitch Katz's email address is mk****@****ies.com
What is Mitch Katz's direct phone number?
Mitch Katz's direct phone number is +130158*****
What schools did Mitch Katz attend?
Mitch Katz attended University Of Maryland College Park.
What are some of Mitch Katz's interests?
Mitch Katz has interest in Entertaining, Mma, Anything To Do With Technology, Traveling, Muay Thai, Love My Dog.
What skills is Mitch Katz known for?
Mitch Katz has skills like Investments, Estate Planning, Retirement Planning, Retirement, Strategic Planning, Insurance, Risk Management, Wealth, Finance, Asset Allocation, Management, Marketing.
Who are Mitch Katz's colleagues?
Mitch Katz's colleagues are Ted S, Rob Ugiansky, Melissa Brossard.
Not the Mitch Katz you were looking for?
-
4gmail.com, marcusmillichap.com, newmarkkf.com, ngkf.com1 (212) 3XXXXXXX
-
Mitch Katz
Poughkeepsie, Ny -
Mitch Katz
Philadelphia, Pa3kbsp.com, droga5.com, earthlink.net2 +173237XXXXX
-
4msn.com, gmail.com, leeandryan.com, yahoo.com4 +131782XXXXX
-
Mitch Katz
Seattle, Wa2gmail.com, arrayhealth.com1 (866) 6XXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial