Brian Katzman Email & Phone Number
Partner and Wealth Manager at Creative Planning, Inc. @ Creative Planning
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Brian Katzman Location
- East Meadow, NY, US
Brian Katzman Work
- 2023 -now Partner and Wealth Manager at Creative Planning, Inc. @
- 2019 -now Wealth Manager at Creative Planning, Inc @
- 2005 -2019 Wealth Manager @ Heller Wealth Management
Brian Katzman Education
- College for Financial Planning
(Financial Planning)
1998-1999 - Penn State University 1978-1982
- Edward R. Murrow H.S. 1976-1978
Brian Katzman Skills
- Retirement Plan Consulting
- Wealth Management
- Superannuation
- Income Protection
- SMSF
- Financial Advisory
- Investment Advisory
- Series 63
Brian Katzman Summary
- Brian Katzman, based in East Meadow, NY, US, is currently a Partner and Wealth Manager at Creative Planning, Inc. at Creative Planning. Brian Katzman brings experience from previous roles at Creative Planning and Heller Wealth Management. Brian Katzman holds a 1998 - 1999 College for Financial Planning. With a robust skill set that includes Retirement Plan Consulting, Wealth Management, Superannuation, Income Protection, SMSF and more. Brian Katzman has 2 emails and 1 mobile phone numbers on RocketReach.
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