Noah Katz

Noah Katz

Certified College Funding Specialist®

Life & Annuities Agent

(203) 200-0389

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ABOUT Noah Katz

I have always thought out of the box in terms of financing. When I was a mortgage broker, I wrote a program called "Beat the Bank" it consisted of spreadsheets that I created showing how to use the equity of your property to pay off all your debt faster and essentially beating the bank out of interest.  One of my greatest joys is helping people with their financial well-being.

Preserved Wealth - 2019 - Present

Specialized Tax Incentives 2017 - Present

Senior Mortgage Officer - First Connecticut Financial 2004 - 2013 

Financial Advisor - American Express  2002 - 2004

Behavior Specialist - Behave Dog 1992 - Present



Certified College Funding Specialist®

Education Loan AnalystTM

Licensed - Yes

License No - 1077778

License Type - Insurance

Preserved Wealth LLC

680 Main Street, Suite 527
Stamford, CT 06901
P: (203) 200-0389

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Cashflow Management
Education Loans
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search
Admissions Assistance

Meetings Offered

Home Visits
Over Phone





WHY CHOOSE A CERTIFIED COLLEGE FUNDING SPECIALIST? If you’re concerned about paying for your children’s college, then there is no better professional to discuss your financial concerns than a Certified College Funding Specialist. CCFS® designees are some of the nation's Certified Financial Planners, CPAs, Wealth & Retirement Planners, and other licensed financial professionals. CCFS® designees are the only advisors qualified to give advice on the financial aspects of paying for college, and that’s why you can save 15-30% of your overall cost of college working with one. High school counselors, college counselors, and the vast resources available online help with the general issues of preparing for college, such as admissions, ACT/SAT prep, and college selection. A CCFS® (Certified College Funding Specialist), though, is the only resource qualified to share prudent tax, financial, cash flow, and lending advice that helps families lower the costs of college and pay the tuition bill. Each CCFS® is required to adhere to the highest standards of professional competence, ethical standards, and continuous professional education in the college financial planning field. They are qualified and committed to making financial recommendations in your best interest.