About Irving R. Katz
Financial analysis and lifetime planning for individuals
and companies to create and protect wealth.
Irving R. Katz is president and founder of Katz Financial LLC, a California based company providing consultative services and conservative, tax-efficient financial products. As a registered investment advisor and financial strategist for over 40 years, Irving has provided high net worth individuals and businesses with effective guidance and flexible plans for growing and protecting their assets. He is also an accomplished insurance industry leader who served as General Manager at Prudential Insurance and CNA and as #1 Regional Manager at Metropolitan Life in New Jersey. A consistent producer, Irving Katz has qualified and attended the Million Dollar Roundtable Conference for the last ten years where he volunteers and learns from the best.
Irving is the creator and facilitator of national workshops for clients and strategic partners. These workshops provide clarity and expertise about appropriate financial products that can form the basis for safe and liquid savings plans. Irving also mentors numerous financial professionals seeking to improve their interviewing, analysis and sales skills as they seek to build their businesses. Irving participates as a judge in the annual Straddling Yoca Business Plan Competition at UCI and is an active member of SCORE, a local service organization dedicated to helping start-ups and entrepreneurs achieve business success.
Irving Katz has earned his MBA in Finance and Marketing from the Kelly School of Business at Indiana University and his MSFS from the American College in Bryn Mawr, Pennsylvania. He maintains current designations as a Registered Investment Advisor, Chartered Life Underwriter, Life Analyst and a Chartered Financial Consultant
What others have to say about Irving:
“Irving has helped us through the bumps and bruises of starting a 401K plan, setting up our profit sharing and our life insurance – basically, everything my company needs. I don’t invest in anything until I speak with Irving Katz. If he recommends it, I’m in!” —Eileen Sanguedolce,CEO,NetcomTechnologies, Inc.
“From my first encounter with Irving Katz to my latest, I have been continually in awe of his thorough knowledge of the financial markets. He is dependable, trustworthy and the most astute advisor I have met in my 60 years. I will continue to utilize his expertise so my wife and I can look forward to enjoying our future together.” —Gary Sandoval, CEO, Everest Sales and Solutions
“Irving is a great resource, an expert. He’s honest, upfront and has the experience and proven ability to help people understand asset and equity management. Furthermore, he provides certainty, clarity and guidance where people need it the most.” — Michael Cordova, Registered Mortgage Advisor, Milestone Mortgage
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