David I. Katz of Gitterman & Associates Wealth Management, LLC Named One of the "2012 Best Financial Advisers" For Both Doctors and Dentists by Medical Economics and Dental Products Report

David I. Katz of Gitterman & Associates Wealth Management, LLC Named One of the "2012 Best Financial Advisers" For Both Doctors and Dentists by Medical Economics and Dental Products Report

Medical Economics has named David I. Katz, Senior Partner, Chief Operating Officer and Chief Financial Officer of Gitterman & Associates Wealth Management, LLC (GAWM) one of the magazine’s “2012 Best Financial Advisers For Doctors”. The announcement was featured in the November 2012 issue and on MedicalEconomics.com. Selection was based on criteria that includes educational background, experience, size of firm, minimum portfolio requirements and noteworthy professional achievements. This is the second consecutive year Katz has been honored by Medical Economics and follows his recent recognition as one of Dental Products Report “2012 Best Financial Advisers For Dentists.”

The go-to source for physicians for more than 85 years, Medical Economics is the leading business resource for office-based physicians, providing the expert advice and shared experiences doctors need to successfully meet today’s challenges in practice management, patient relations, malpractice, electronic health records (EMR / EHR), career development and personal finance. Medical Economics is part of the ModernMedicine Network and is known as the definitive physician resource for financial and practice management information.

Dental Products Report, established in 1967, is the leading source for new product information in the dental industry, providing dentists with comprehensive, accurate and unbiased information across the spectrum of specialties. In consultation with forward-looking clinicians and manufacturers, its staff supports dentists as they apply new products and technologies for excellence in patient care and development. Dental Products Report is the flagship publication of Advanstar Dental Media, a division of Advanstar Communications.

In recognition of Katz’s and GAWM’s industry leadership and expertise, he and his firm were presented the 2012 Five Star Wealth Manager Award from Five Star Professional and New Jersey Monthly and Miami Monthly magazines. Katz demonstrates his distinguishing expertise and relationships by presenting educational financial seminars for high wealth individuals in collaboration with attorneys and accountants in New Jersey and Florida who specialize in wealth building, wealth distribution and estate planning. He earned a BA in Economics from Brooklyn College, holds FINRA Series 6, 7, 24, 63, and 65 licenses as well as life and health insurance licenses, and been designated by the American College as an Accredited Asset Management Specialist (AAMS®).

Katz continues to draw upon his extensive experience in investment strategies and risk management planning to assist clients with their financial and estate planning needs for more than 19 years. GAWM is a leading independent advisory firm dedicated to helping clients build, manage and maintain wealth for families through generations and navigate a successful plan for retirement.

“At Gitterman & Associates Wealth Management, we are stewards of our clients’ assets and we invest solely to meet our clients’ objectives,” said GAWM CEO Jeffery L. Gitterman. “David embodies this philosophy, working closely with our clients to design, implement and monitor planning goals while building long-term relationships based on integrity and trust.”

GAWM draws on its proprietary consultative process to make the most appropriate recommendations based on individual needs, goals and risk tolerance for high net worth individuals. The independent firm is respected in its industry for its exemplary track record of specialization in serving the retirement needs of physicians, university and college professors and employees of hospitals and other major healthcare providers and nonprofits. GAWM provides clients with unbiased research and assists clients in selecting the best financial solutions from among the wide universe of financial products and services encompassing strategic and tactical models and alternative investments.

Committed to the communities in which it serves, GAWM devotes both time and financial resources to support the missions of such organizations as Florida Atlantic University Charles E. Schmidt College of Medicine, UMDNJ Autism Center, Embrace Kids Foundation and Elijah’s Promise Soup Kitchen. Katz serves as a Regional Board Member of the Anti-Defamation League Florida Region, trustee member of the Greater Boca Raton Chamber of Commerce, and member of the Rotary Club of Downtown Boca. He has two sons who reside and work in New Jersey and lives in Boca Raton with his wife, who is a physician, and their daughter.

Gitterman & Associates is located at 7763 Glades Road, Boca Raton 33434. For more information, visit www.gawmllc.com or contact David Katz at (561) 477-5340 or dkatz@gawmllc.com.

Securities Offered through Triad Advisors Inc. Member FINRA/SIPC
Investment Advisory Services offered through Gitterman & Associates Wealth Management, LLC., a Registered Investment Advisor which is not affiliated with Triad Advisors Inc.

Views: 49


Reply to This

© 2020   Created by Mary Kate Leming.   Powered by

Badges  |  Report an Issue  |  Terms of Service