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 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.

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Resources for Investments

  • Podcasts
  • Tools and Calculators
  • Videos
  • White Papers

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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.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck