David Katz is a financial professional and owner of Katz Capital Management, a leading financial planning company in the United States. For over 19 years, he has been educating hundreds of clients on his unique planning techniques that empower them to avoid financial mistakes and confidently face the future with their money safe and actively watched. He is a member of the prestigious Million Dollar Round Table (MDRT), an association of financial professionals that recognizes sales and service excellence. He specializes in retirement planning, tax reduction strategies, 401K and IRA rollovers, and investing in the markets with no market risk or fees. Katz is a safe money specialist for baby boomers and retirees who seek to keep everything easy and understandable. He studied A.O.S, Food Service at The Culinary Institute of America and had previously worked as a Registered Representative at John Hancock Life Insurance Company (U.S.A.). To reach out to David Katz, one can contact his office at (858) 240-0008.