Jeffrey J. Katz, CIMA®
Managing Director, Financial Advisor
Jeffrey Katz brings over 40 years of experience to Katz Wealth Advisors. As a Certified Investment Management Analyst, Jeffrey works closely with multi-generation families, individuals, and small businesses, guiding them through all aspects of wealth planning and creating a strategy focused on managing their long-term personal goals. As your advisor, Jeffrey is dedicated to delivering a customized strategy aiming to get his clients one step closer to financial success.
Jeffrey received his degree in Economics from Boston University and holds Series 7, 63, 65, through LPL Financial and Insurance Licenses.
He resides in Incline Village, Nevada with his wife Mindy. Jeffrey enjoys spending time with his three children as well as skiing, international travel, hiking, and camping.