David Katz, CLU®

Wealth Management Advisor


Our mission is to help clients create and implement a comprehensive financial plan with a focus on achieving their most important goals at every stage of their lives.

- David Katz

Your Financial Future Starts Here

David Katz is a seasoned Wealth Management Advisor who provides comprehensive financial guidance to his clients. He specializes in business planning, estate planning, fee-based planning, and investments. Through a holistic planning approach, David and his team match their clients' needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products. David believes in long-term relationships with his clients and works hard to cultivate those relationships by building a foundation of trust, integrity, and the same level of ethical service he would expect for himself and his family.

With over 25 years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, David has partnered with successful business owners and affluent families to help steer them toward financial success. He frequently collaborates with fellow advisors to educate clients on wealth management strategies and solutions.

Resources for Business Owners and Entrepreneurs

David Katz works with business owners to take advantage of unique investment opportunities in all facets of their business, from Business Risk Management to Employee Benefits Planning to Business Succession Planning.

Recommended Articles:

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Resources for Estate Planning

When you have an estate plan in place, your children or other loved ones won't be burdened with making tough decisions on your behalf while they're already dealing with your illness or death. As the Estate Planning Specialist for Northwestern Mutual's Los Angeles office, David works with clients to make sure their wishes are known and honored if they become incapacitated or die.

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What Option Is Best for Estate Planning?

This tool shows the total amount left as an inheritance, if you use any of the retirement money as a source of income, for four investment alternatives.

Try Our Tool

Resources for Investors

  • Podcasts
  • Tools and Calculators
  • Videos
  • White Papers

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.