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Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

Financial Planning Team

Senior Financial Advisor

FINANCIAL PLANNING ASSISTANCE INVESTMENT OVERSIGHT SERVICE RETIREMENT PLANNING & IRA PLANNING RISK MANAGEMENT SERVICES TAX REDUCTION PLANNING ESG Investing

ABOUT BRYAN

As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.

Bryan graduated from the University of Delaware earning a B.S. in Business Administration with a Finance Concentration. He lives in West Windsor, NJ with his wife and 2 daughters. When not backstage working one of his daughters’ many shows, Bryan enjoys living an active lifestyle playing basketball and obstacle course racing.

A BRIEF HISTORY

Bryan brings over 20 years of financial services experience to the Omni 360 Advisors LLC. Upon graduation he joined Wall Street where he spent 15 years in institutional equity investing. There he worked closely with portfolio managers at major institutions helping them invest in publicly traded companies. In 2012, Bryan joined Northwestern Mutual shifting his focus to helping families and small business owners.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Bryan is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more