Howard Katz

CERTIFIED FINANCIAL PLANNERᵀ at Linea Private Wealth Management

Role: Co-founder Managing Partner at Linea Private Wealth Management, Llc
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Howard Katz

We are consulting-fee based financial planners. We specialize in helping successful…

Experience

Co-founder Managing Partner
Linea Private Wealth Management, Llc
Nov 2014 — Present

Skills

Series 7
Financial Planners
Financial Services
401k
Securities
Estate Planning
Finance
Financial Advisory
Series 63
Investment Advisory
Mutual Funds
Tax
Financial Planning
Wealth
Investments
Retirement
Strategic Financial Planning
Wealth Management
Succession Planning
Investment Management
Retirement Planning

Contact information

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Work email
•••••@lineawealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Linea Private Wealth Management, Llc

Financial Services · 6 employees · Founded 2014 · Atlanta, Georgia, United States

Independent Advice Delivered With Integrity and Care At Linea Private Wealth Management, we understand the complex challenges successful families, retirees and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay. Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competence necessary to help you move forward with confidence. Securities offered through LPL Financial, Member SIPC Investment advice offered through IFG Advisory, LLC a registered investment advisor. IFG Advisory, LLC, and Linea Private Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit

lineawealth.com

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About Howard Katz

Experience

Co-founder Managing Partner

Skills

Find verified contacts for anyone on LinkedIn