David Katz, CLU®

Wealth Management Advisor

Mission

"To help clients create and implement a comprehensive financial plan, with a focus on achieving their most important goals and dreams 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 attorneys, CPAs, 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 at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

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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.

Recommended Articles:

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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 Investments

  • Podcasts
  • Tools and Calculators
  • Videos
  • White Papers

Visit Our Learning Center

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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