Allan Katz Email & Phone Number

Allan Katz Email & Phone Number

President @ Comprehensive Wealth Manangement Group

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Location

Staten Island, New York, United States

Work

  • President @ Comprehensive Wealth Manangement Group
  • Financial Advisor @ United Nations Federal Credit Union
  • Financial Advisor @ First Union
  • Financial Advisor @ Citi
  • Owner @ Richmond Financial Associates

Education

  • Binghamton University

    Bachelor of Arts (Economics)

    1988 - 1991
  • New York University

    Bachelor of Arts (Economics)

    1987 - 1988
  • Bachelors (Economics)

    1983 - 1987

Skills

  • Investments
  • Small Business
  • Wealth Management
  • Retirement Planning
  • Insurance
  • Strategic Planning
  • Public Speaking
  • Strategic Financial Planning
  • Team Building
  • Fixed Annuities
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