Hosts: David Katz
Show Info: David Katz, is president and founder of Katz Capital Management, one of the nation’s premier financial services companies. His unique planning techniques have enabled him to educate hundreds of clients over the last 19 years.
Focusing on the universe of conservative investment options, David aims to customize an investment strategy that is capable of delivering solid rates of returns for each individual or family he works with. His passion is to educate the public on financial mistakes that many stock brokers convince the public to make with their money.
Katz Capital Management serves clients in the greater San Diego area. David holds both a life and health insurance license in California, New Jersey and Pennsylvania. They offer retirement income and wealth accumulation strategies, asset protection, life insurance, long term care options, IRA, 403B and 401k rollovers.
How I Help My Clients