Yan Katz work email
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Yan Katz personal email
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As a founder, managing partner and a Financial Advisor @ HUB Wealth Strategies, I help our private client group and business owner clients design, implement and maintain strategies to enhance the likelihood of achieving their financial goals to support their evolving lives and lifestyle, under all circumstances. I specialize in creating comprehensive and customized financial plans that address key issues such as tax efficiency, cash flow optimization, investment strategies, retirement planning, education funding, debt analysis, business succession, and estate and wealth transfer.I work with both business owners and professionals, providing them with education, guidance, and collaboration on macro decision making in risk, asset, liability and cash flow management. I leverage my expertise and that of our multi discipline team, to offer tailored solutions that fit the needs and preferences of each client. I also partner with other professionals, such as attorneys and accountants, to ensure a holistic and coordinated approach to financial planning. My ultimate goal is to help clients enjoy the benefits of enhanced risk management, asset performance, and lifestyle, while minimizing their financial stress and uncertainty. Ultimately facilitating our clients to experience financial confidence, empowerment and freedom.
The Bulfinch Group
View- Website:
- bulfinchgroup.com
- Employees:
- 138
Yan Katz Skills
Frequently Asked Questions about Yan Katz
What company does Yan Katz work for?
Yan Katz works for The Bulfinch Group
What is Yan Katz's role at the current company?
Yan Katz's current role is Financial Representative.
What is Yan Katz's email address?
Yan Katz's email address is yk****@****nag.com
What is Yan Katz's direct phone number?
Yan Katz's direct phone number is +178144*****
What skills is Yan Katz known for?
Yan Katz has skills like Investment Strategies, Retirement Income Planning, Cash Flow Optimization, Disability Income Insurance, Business Sponsored Retirement Plans, Business Succession Planning, Executive Compensation Design, Group Benefits Administration, Permanent Life Insurance Design, Term Life Insurance Design, Social Security Strategies, Education Funding Solutions.
Who are Yan Katz's colleagues?
Yan Katz's colleagues are Anthony Marsi, Kate Crowley, Christine Syner, Rachel Shu, John Fitzpatrick, Jonathan F Sullivan, Kellie Jenkins.
Not the Yan Katz you were looking for?
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Yan Katz, MA, APCC
Psychotherapist Specializing In Integrating Holistic Mental Health Including Psychεdεlics -- Helping The World Reach Symbiosis Through Ancient TechnologySan Diego, Ca3emortgagecapital.com, gmail.com, greenlinkfunding.com1 +156265XXXXX
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