Broker Check
William Katz

William Katz

Financial Advisor

William M. Katz began his career in the insurance, financial, and estate planning industry in 1991. Bill has over two hundred clients in the medical field and specializes in working with physicians.  He has demonstrated his devotion to the industry and to his clients over the past 20 years through consistent superior performance and the numerous awards he has received for excellence in client satisfaction.  William enjoys spending time with his family, especially his two sons.

 

Registered Representative & Investment Advisor of Park Avenue Securities & Financial Representative of Guardian, CA insurance license #0C77012.