Bryan Katz, CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
ABOUT Bryan
Bryan is a team leader at Omni 360 Advisors LLC and a dedicated CERTIFIED FINANCIAL PLANNER™ with a passion for helping individuals, families, and small business owners make confident financial decisions. Whether you’re preparing for retirement, building generational wealth, or protecting what matters most, Bryan provides guidance that brings clarity, confidence, and long-term direction.
In addition to his professional work, Bryan proudly serves on the Board of the Ronald McDonald House, supporting families during some of their most challenging moments—a commitment that reflects his belief in service, empathy, and community impact.
TEAMS
A BRIEF HISTORY
With nearly 30 years of experience in the financial services industry, Bryan offers a comprehensive and client-centered approach to wealth planning. His career began on Wall Street in institutional equity investing, where for 15 years he advised portfolio managers at major investment firms on public equities.
In 2012, he transitioned into personal financial planning, driven by a desire to make a more meaningful, direct impact in people’s lives. Today at Omni 360 Advisors LLC, he partners closely with clients to develop customized financial roadmaps grounded in their goals, values, and long-term vision. His expertise spans retirement planning, investment management, and insurance strategies—combined with the strategic perspective earned over decades in the industry.
