Interesting And Educational Material Related To One’s Financial Life.
David I. Katz, AIF®, AAMS®
Wealth Manager and Financial Advisor
I bring more than two decades of experience to my role as an advisor and guide to today's volatile financial markets. I also have a deep understanding of the financial issues facing many executive and medical professionals.
I clarify, diagnose and prepare a clear path of options for my clients and their families
Beyond Performance: How Financial Advisors Deliver Added Value to Their Clients
By David I. Katz
Learn how a trusted financial advisor can provide valuable guidance to many aspects of your life – including 20 questions to ask a prospective financial advisor.
“David Katz’s ‘Beyond Performance’ is a very readable AND actionable tome, intended to help individuals and families make better financial decision throughout their life.”
– Tash Elwyn, President, Private Client Group, Raymond James & Associates“I admire how David has invested his nearly 30 years of experience into a book that quickly takes the reader through an array of essentials for financial planning.”
– Chris Jeppesen, Head of Advisory Practices, First Trust
A Financial Prescription for Doctors and Dentists: Strategies for Achieving Your Personal and Career Goals
By David I. Katz
A clear, easy-to-read guide to help medical professionals address the many business challenges in their practices and the financial issues in their personal and family lives.
“One of the biggest problems for physicians and dentists is failing to look at their practices as businesses. What happens when one of the partners says it’s time to leave?”
– Jeffrey L. Cohen, president and CEO, Florida Healthcare Law Firm
“David Katz delivers sound financial advice to dentists, doctors and other professionals. It’s like filling a cavity in our collective knowledge base.”
– Richard M. Levine, DDS
Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Raymond James' sponsorship, endorsement, association or affiliation of/with other organizations mentioned or their activities is not implied, nor should it be inferred. All profits from the sale of both books will be donated to the National Multiple Sclerosis Society, South Florida Chapter, which provides services and support to MS patients and their families; and to Smile Train, an international children’s charity that provides free cleft lip and palate repair surgery to children. Unless otherwise noted, Raymond James is not affiliated with the individuals or organizations mentioned.
