Jeremy Katz
Senior Analyst at Commonwealth Financial Group
- Role
- Senior Analyst Financial Planner at Commonwealth Financial Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jeremy Katz
My professional goals include helping individuals and small businesses achieve their…
Experience
Senior Analyst Financial Planner
Oct 2020 — Present · Boston, MA, US
Fee-based financial planning. Focus on designing efficient financial growth and protection strategies for high income families and business-owners leading up to, and in retirement-Senior Analyst working with in-house advisors to customize financial plans for the benefit of their clients.
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