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About Katz Capital Management

David Katz, is president and founder of Katz Capital Management, one of the nation’s premier financial services companies. Focusing on the universe of conservative investment options, I aim to customize an investment strategy that is capable of delivering solid rates of returns for each individual or family I work together with. David’s passion is to educate the public using his “Money Protection System” on financial mistakes that many stock brokers convince the public to make with their money. “It is my great hope and goal, to help each of my clients avoid the countless speed bumps, concealed potholes and the looming hazards that could collapse your life savings. I want to empower my clients to make decisions that feel right for them. David is a member of the prestigious Million Dollar Round Table (MDRT.) Founded in 1927, MDRT is the premier association of financial professionals. Less than 1% of all life insurance and financial professionals qualify for membership into MDRT. MDRT, is the standard of sales and service excellence.

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