Yan Katz
Financial Representative @The Bulfinch Group
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2009 — Present
Financial Representative @The Bulfinch Group
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Needham, MA, US
SKILLS
Disability Income InsuranceRetirement Income PlanningIncome ProtectionPermanent Life Insurance DesignGroup Benefits AdministrationInvestment StrategiesEstate Planning/Wealth TransferIncome AnnuitiesCash Flow OptimizationEmployee Benefits/ Health InsuranceSocial Security StrategiesTerm Life Insurance DesignExecutive Compensation DesignBusiness Succession PlanningBusiness Sponsored Retirement Plans (Qualified, Non-Qualified)Education Funding Solutions
ABOUT YAN KATZ
As a founder, managing partner and a Financial Advisor @ HUB Wealth Strategies, I help…
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