Walter Katz, Cfp®, Aif®, Ricp®

Walter Katz, Cfp®, Aif®, Ricp® Email and Phone Number

Son of a Legend |Financial Advisor |Retirement Plan Consulting |Ice Cream Burglar |1401 Barista @ The K Corporation
houston, texas, united states
Walter Katz, Cfp®, Aif®, Ricp®'s Location
Houston, Texas, United States, United States
Walter Katz, Cfp®, Aif®, Ricp®'s Contact Details

Walter Katz, Cfp®, Aif®, Ricp® work email

Walter Katz, Cfp®, Aif®, Ricp® personal email

n/a

Walter Katz, Cfp®, Aif®, Ricp® phone numbers

About Walter Katz, Cfp®, Aif®, Ricp®

Walter Katz, Cfp®, Aif®, Ricp® is a Son of a Legend |Financial Advisor |Retirement Plan Consulting |Ice Cream Burglar |1401 Barista at The K Corporation. He possess expertise in retirement, strategic financial planning, investments, financial advisory, securities and 25 more skills. He is proficient in English.

Walter Katz, Cfp®, Aif®, Ricp®'s Current Company Details
The K Corporation

The K Corporation

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Son of a Legend |Financial Advisor |Retirement Plan Consulting |Ice Cream Burglar |1401 Barista
houston, texas, united states
Website:
borntoretire.com
Employees:
5
Walter Katz, Cfp®, Aif®, Ricp® Work Experience Details
  • The K Corporation
    President
    The K Corporation Jul 1985 - Present
    Houston, Texas Area
    Financial consulting for individuals and business. Specializing in insurance, investments, and financial planning for individuals. Subspecialty in planning for families with special needs children.For business, helping design and implement cost effective employee benefits.Navigate fiduciary processes and employee education for qualified retirement plans.
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Walter Katz, Cfp®, Aif®, Ricp® Skills

Retirement Strategic Financial Planning Investments Financial Advisory Securities Insurance Retirement Planning Financial Services Mutual Funds Investment Strategies Asset Allocation Portfolio Management Series 63 Estate Planning Employee Benefits Asset Management Wealth Management Series 7 401 Retirement Savings Plans Life Insurance Business Development Strategic Planning Small Business Leadership Management Customer Service Public Speaking Mentoring Iras Long Distance Running

Frequently Asked Questions about Walter Katz, Cfp®, Aif®, Ricp®

What company does Walter Katz, Cfp®, Aif®, Ricp® work for?

Walter Katz, Cfp®, Aif®, Ricp® works for The K Corporation

What is Walter Katz, Cfp®, Aif®, Ricp®'s role at the current company?

Walter Katz, Cfp®, Aif®, Ricp®'s current role is Son of a Legend |Financial Advisor |Retirement Plan Consulting |Ice Cream Burglar |1401 Barista.

What is Walter Katz, Cfp®, Aif®, Ricp®'s email address?

Walter Katz, Cfp®, Aif®, Ricp®'s email address is wk****@****ide.com

What is Walter Katz, Cfp®, Aif®, Ricp®'s direct phone number?

Walter Katz, Cfp®, Aif®, Ricp®'s direct phone number is (713)-840*****

What skills is Walter Katz, Cfp®, Aif®, Ricp® known for?

Walter Katz, Cfp®, Aif®, Ricp® has skills like Retirement, Strategic Financial Planning, Investments, Financial Advisory, Securities, Insurance, Retirement Planning, Financial Services, Mutual Funds, Investment Strategies, Asset Allocation, Portfolio Management.

Who are Walter Katz, Cfp®, Aif®, Ricp®'s colleagues?

Walter Katz, Cfp®, Aif®, Ricp®'s colleagues are Obed Garcia, Kimberly Fredericks, Azeneth Rivera, Mba.

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