Walter Katz

Walter Katz

Principal

Phone: (713) 840-7300 Ext. 14
Fax: (713) 840-1747
E-mail:

 

Walter Katz, CFP® utilizes his 20 plus years as a financial consultant to help clients accumulate wealth effectively and efficiently so they can enjoy what matters most – family, friends, and what is important to them.

 

Walter is the President of The K Corporation which was founded to provide risk management and wealth advisory services to professionals, businesses, and their families.  As a former owner of a third party administrative firm, Walter’s expertise and understanding of retirement plan design and our evolving regulatory environment set him apart as a valued advisor for his business clients.

 

Walter serves on the Financial Literacy Committee of MDRT, sponsored by the FDIC and AALU,  is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), a Chartered Life Underwriter (CLU), a  life member of the Million Dollar Round Table, and a member of the National Association of Insurance and Financial Advisors. 

 

CFP® and CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.