About Paul Katz

About EVC Financial

EVC Financial provides a full range of investment and risk management products and services to over 8000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and non-profit organizations and their employees in all 50 states.

About Paul

As a financial planner, Paul services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of their 6 areas of financial planning to help get them there. Starting wiht their current financial position, they dive into protection planning, investment planning, tax planing, retirement planning, and estate planning. When the analysis is complete, Paul can indentify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

Qualifications

  • Paul Katz, MSFS, CLU, ChFC
  • Professional Qualifications & Company Awards
  • Licensed to sell Life & Health Insurance in NY, NJ, CT & Florida.
  • Registered Representative 
  • Million Dollar Round Table - Life Qualifier
  • Qualifications:
  • CLU-Chartered Life Underwriter designation
  • ChFC-- Chartered Financial Consultant designation
  • MSFS- Master of Science in Financial Services, post graduate degree from the American College in Bryn Mawr,