Irving R. Katz is a Chartered Financial Consultant with 25 years experience in financial services, especially business and estate planning. He focuses on helping clients create, preserve and distribute business and personal assets. His success has been guided by a strong commitment to meeting each client’s needs using the most current strategies for financial planning.

He has earned a Master of Science in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania and a Master of Business Administration (MBA) from Indiana University in Bloomington, Indiana. In addition, he holds designations from the Society of Financial P rofessionals (was CLU) and National Association of Insurance and Financial Advisors (was NALU) from The American College.