David Katz

David Katz is the founder and president of Katz Capital Management, a financial services company.12 Based on the available information:

Professional Background

David Katz has established himself as a prominent figure in the financial planning industry. Katz Capital Management, under his leadership, is described as one of the nation's leading financial planning companies.1

Expertise and Services

As the owner of Katz Capital Management, David Katz likely specializes in providing financial planning and management services to clients. The company is considered one of the premier financial services companies in the nation, focusing on a broad range of financial solutions.3

Licensing and Location

David Katz is licensed to operate in multiple states:

• California
• Nevada
• New Jersey2

While his LinkedIn profile mentions a location in San Diego, his company also appears to have a presence in Poway, CA.12

Professional Network

David Katz's LinkedIn profile indicates that he has over 500 connections, suggesting a well-established professional network in the financial services industry.1

It's important to note that while this information provides an overview of David Katz's professional identity, the specific details of his background, qualifications, and the full scope of services offered by Katz Capital Management may require further verification from more comprehensive sources.