Brad Katz
President & Wealth Manager at Lifelong Investments
- Role
- Certified Wealth Strategist at Cetera Advisors Llc
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About Brad Katz
I lead a comprehensive wealth management team that specializes in helping our clients…
Experience
Certified Wealth Strategist
Apr 2007 — Present
I lead my own local independent branch office, specializing in customized, comprehensive wealth management. Securities offered through Cetera Advisors, LLC. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.
Education
University of Pittsburgh
BA, Business & Interdisciplinary Studies
1992 — 1996
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