UNLOCKING FINANCIAL SUCCESS insights and strategies for your financial journey
David I. Katz, AIF®, AAMS®
Financial Advisor
David Katz is a renowned financial advisor with over 30 years of experience in helping clients achieve their personal and career goals.
David is passionate about helping his clients develop and implement financial plans designed to achieve their goals. “My three decades of experience as an advisor have helped me guide my clients in all market conditions and understand the financial issues facing many executives and medical professionals,” he says. “As an active listener, I am able to clarify, diagnose, and prepare a clear path of options for my clients and their families with personalized financial strategies.”
He is the author of two influential books that provide valuable insights and strategies for financial success. David specializes in working with executives and medical professionals offering tailored advice to meet their unique financial needs.
Books by David Katz:
A Financial Prescription for Doctors and Dentists: Strategies for Achieving Your Personal and Career Goals (2015)
This book emphasizes the importance of financial literacy for medical professionals while offering practical financial strategies specifically designed for medical and dental professionals. It covers topics such as managing student loans, planning for retirement, and achieving work-life balance. David acknowledges that medical education often lacks comprehensive financial training, leaving doctors and dentists unprepared to manage their finances effectively
Beyond Performance: How Financial Advisors Deliver Added Value to Their Clients (2018)
In this book, David explores the ways financial advisors can go beyond traditional services to provide exceptional value to their clients. It includes case studies and actionable tips for enhancing client relationships and achieving financial goals.
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.
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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.
