Craig Katz
Sales Associate @Strategies for Wealth
Signup · Get unlimited contacts
WORK HISTORY
Sales Associate @Strategies for Wealth
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
EDUCATION
Princeton University
BA
ABOUT CRAIG KATZ
My greatest satisfaction comes from helping people feel truly confident about their financial future. I know that behind every financial decision is something much bigger—your family, your dreams, your hard work, and your peace of mind. That’s why I’m passionate about creating custom strategies that not only grow wealth but also protect it from the things that can quietly erode it—like taxes, inflation, and unnecessary costs.Through a unique, personalized planning process, I guide my clients toward clarity and long-term financial security. I take a big-picture, macroeconomic approach to help ensure that all of your financial decisions—whether it’s saving, investing, or protecting—are working in harmony toward your goals.For me, this work is about more than numbers. It’s about helping people live with less stress, more freedom, and the confidence to focus on what truly matters./COMPLIANCE:20••••58/
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.