David Katz, CLU®

Wealth Management Advisor

Mission

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.

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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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Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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