Yan Katz Email & Phone Number

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.

Listed skills include Investment Strategies, Retirement Income Planning, Cash Flow Optimization, Disability Income Insurance, and 12 others.