Yellow Team
BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
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.
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Jill Katz
Financial Advisory Client Service & Marketing
Jill focuses much of her time on investment client service, the insurance platform coordinating applications, underwriting and post approval implementation. She also is part of the marketing team, which is active designing the website, social media, blogs, newsletters, sponsorships, and advertising.
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Loveprit Rambhajan
Staff Accountant
Although Loveprit has lived in New Jersey her entire life, she attended Long Island University in Brooklyn, where she not only earned both her Bachelor’s and Master’s degrees in Accounting, but also met her husband. She then worked at one of the Big4 firms in Manhattan for many years.
Visit my pageYellow Team
BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
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.
Visit my page
Jill Katz
Financial Advisory Client Service & Marketing
Jill focuses much of her time on investment client service, the insurance platform coordinating applications, underwriting and post approval implementation. She also is part of the marketing team, which is active designing the website, social media, blogs, newsletters, sponsorships, and advertising.
Visit my page
Loveprit Rambhajan
Staff Accountant
Although Loveprit has lived in New Jersey her entire life, she attended Long Island University in Brooklyn, where she not only earned both her Bachelor’s and Master’s degrees in Accounting, but also met her husband. She then worked at one of the Big4 firms in Manhattan for many years.
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<p>The post How the IRS’s Use of AI Could Improve Tax Efficiency—and What It Means for You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Finding Strength in Stillness: Why Patience is the Investor’s Greatest Tool first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
