Allan Katz

ABOUT Allan Katz

I have been  a financial advisor since 1991.  Throughout the years, I have helped people work toward every financial goal imaginable.  The one goal that kept coming up as the most under-served, and for many the most overwhelming, was College Financial Aid Planning. As clients continued to ask for help in this area, it became clear that I needed to develop expertise in order to be able to give them the professional guidance they sought.  After many years of research and learning how the system works, I started to become known locally as the person to help guide families through this daunting task.  Whether through a workshop at your high school, a phone call, or a one-to-one meeting, I have knowledge and tools to help you through this daunting time to find your child the most advantageous educational situation for their situation.  When people ask me what the "best college" is, my answer is simply the college that offers you everything you want in your academic career and that your family can afford most comfortably.

Designations

CFP® - Certified Financial Planner
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter

Qualifications

Licensed - Yes

License No -

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Aid
FAFSA Review

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends