November 5, 2018 Share

Princeton Financial Group adds Katz

Bryan Katz, CFP®, RICP®, CLU®, CHFC®, CASL®

Princeton Financial Group, LLC is thrilled to announce that Bryan Katz, CFP®, RICP®, CLU®, CHFC®, CASL® has joined our team. Bryan comes to us from Northwestern Mutual and has extensive experience with insurance, financial planning and investments. Bryan will be working with our wealth management division as a Senior Financial Planner and will also head up our new insurance agency as the Director of Insurance.

Bryan brings over 20 years of financial services experience to the Princeton Financial Group. Upon graduation he joined Wall Street where he spent 15 years in institutional equity investing. There he worked closely with portfolio managers at major institutions helping them invest in publicly traded companies.  In 2012, Bryan joined Northwestern Mutual shifting his focus to helping families and small business owners.

As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning.  He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth.

Bryan graduated from the University of Delaware earning a B.S. in Business Administration with a Finance Concentration.  He lives in West Windsor, NJ with his wife and 2 daughters.  When not backstage working one of his daughters’ many shows, Bryan enjoys living an active lifestyle playing basketball and obstacle course racing.