Yan J. Katz joined The Bulfinch Group in 2009 and works closely with individuals and families to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of his clients, Yan develops strategies through a customized process that is designed to meet the specific objectives of each client and is tailored to work within the limitations of today’s earnings and resources. Through this process, clients gain a comprehensive understanding of their overall financial picture and can focus on strategies that fit with their goals and future aspirations. Yan also works closely with business owners and entrepreneurs to develop plans with appropriate flexibility and protection.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OG82761; FL Insurance License #P207313