David I. Katz

West Palm Beach, Florida Area United States

Financial Advisor, Managing Director, AAMS® , at Ameriprise Financial Services, Inc.

Finance / Banking / Insurance

Our financial advisory team helps medical professionals, executives, entrepreneurs, retirees and their families design and implement financial and investment plans based on their personal long-term goals. On a personal level, I bring 21 years 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 doctors and dentists, as well as other professionals. For example, I have developed retirement plans for doctors who own their own practices, including 401(k), profit sharing, and cash balance plans. By looking at your entire financial picture – including cash reserves, investments, insurance, an.