David Katz, CLU®

Wealth Management Advisor


David Katz resides in Los Angeles with his wife, Beverly, and three daughters, Emily, Camille, and Julia. David is a devoted University of Alabama football fan. Roll Tide!

David earned his business degree from California State Polytechnic University Pomona, where he played Division II Men's College Tennis. He continues to play recreationally at the various Country Clubs he belongs to, including the Jonathan Club, Oakmont Country Club, and the Altadena Country Club. He is also an competitive golfer and can often be found on the course with his clients and friends.


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