Boca Resident Recognized As A Top Wealth Manager

David Katz, recognized as a leading wealth manager.

BOCA RATON, FL (BocaNewsNow.com) — Boca Raton resident David Katz has just been recognized as one of the top wealth managers in the United States.

According to a media advisory:

Five Star Professional has named David I. Katz, Senior Partner, Chief Operating Officer and Chief Financial Officer of Boca Raton and New Jersey-based Gitterman & Associates Wealth Management, LLC (GAWM) a 2013 “Five Star Wealth Manager”. Less than 2% of the wealth managers in New Jersey received the Five Star award, an award Katz also received in 2012 for his service in the Miami area. The announcement is featured in the January 2013 issue of New Jersey Monthly magazine and on fivestarprofessional.com and follows his recent recognition as one of Medical Economics “2012 Best Financial Advisers For Doctors” and Dental Products Report “2012 Best Financial Advisers For Dentists.”

The Five Star program, now entering its eleventh year, is the largest and most widely published award program in North America. Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients and research results undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Miami magazine and Five Star Professionals partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Selection was based on internal and external research data as well as peer and firm nominations.

Katz demonstrates his distinguishing expertise and relationships by presenting educational financial seminars for high wealth individuals in collaboration with attorneys and accountants in New Jersey and Florida who specialize in wealth building, wealth distribution and estate planning. He earned a BA in Economics from Brooklyn College, holds FINRA Series 6, 7, 24, 63, and 65 licenses as well as life and health insurance licenses, and been designated by the American College as an Accredited Asset Management Specialist (AAMS®).

Katz continues to draw upon his extensive experience in investment strategies and risk management planning to assist clients with their financial and estate planning needs for more than 19 years. GAWM is a leading independent advisory firm dedicated to helping clients build, manage and maintain wealth for families through generations and navigate a successful plan for retirement.

“David is committed to excellence, working closely with our clients to meet their specific financial and estate planning objectives,” said GAWM CEO Jeffery L. Gitterman. “To see his dedication recognized with such a prestigious honor bestowed upon a select few in the field is a great source of pride for our firm.”

GAWM, the “Educator’s educator,” draws on its proprietary consultative process to make the most appropriate recommendations based on individual needs, goals and risk tolerance for high net worth individuals. The independent firm is respected in its industry for its exemplary track record of specialization in serving the retirement needs of physicians, university and college professors and employees of hospitals and other major healthcare providers and nonprofits. GAWM provides clients with unbiased research and assists clients in selecting the best financial solutions from among the wide universe of financial products and services encompassing strategic and tactical models and alternative investments.

Committed to the communities in which it serves, GAWM devotes both time and financial resources to support the missions of such organizations as Florida Atlantic University Charles E. Schmidt College of Medicine, UMDNJ Autism Center, Embrace Kids Foundation and Elijah’s Promise Soup Kitchen. Katz serves as a Regional Board Member of the Anti-Defamation League Florida Region, member of the Greater Boca Raton Chamber of Commerce, and member of the Rotary Club of Downtown Boca. He has two sons who reside and work in New Jersey and lives in Boca Raton with his wife, who is a physician, and their daughter.

 

 

 

 

 

 

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