Allan Katz, CFP™, ChFC, CLU is Owner and founder of Comprehensive Wealth Management Group, LLC, a full service financial planning firm that specializes in working with clients in the areas of wealth/asset accumulation and preservation, estate planning, retirement income needs, retirement planning, small business planning and education planning. Allan spends most of his time guiding clients through the complex financial world. He focuses on empowering both individuals and business owners to achieve their financial goals regardless how simple or complex through ongoing client education and communication in addition to a personalized approach to long term client relationships.
Allan was born in Brooklyn, raised in Staten Island and after receiving his Bachelor of Arts Degree in Economics from the State University of New York at Binghamton, Allan returned to Staten Island where he and his wife Elizabeth daughter Ava and son Joseph live. After more than a decade working as a financial consultant for various firms including Citicorp Investment Services and The United Nations Federal Credit Union, and earning his Certified Financial Planner and Chartered Financial Consultant designations, Allan found himself at a crossroads. His personalized approach to long term client relationships and his commitment to making a difference in the future of others led him to conclude that the only way to provide the highest level of service, research and complete financial planning was to establish his own independent firm. Allan opened Comprehensive Wealth Management Group, LLC in order to have the flexibility to determine the direction, effectiveness and the specific solutions that he brings to all his clients current and future needs. Being a life long Staten Islander, Allan feels that this is his community and his home. He is devoted to improving the future of his neighbors and clients. Allan serves as the President of the Board of the Staten Island Alzheimer’s and Dementia Foundation and on the Board of Managers of the Staten Island YMCA He is also a member various professional and business organizations such as the New York Chapter of the Financial Planning Association and is a founding member of Staten Island Business Council.
Allan's experience and education enable him to guide clients through the complex financial world and empower them to achieve their financial goals regardless how simple or complex. As Owner of Comprehensive Wealth Management Group, LLC Allan is in a unique position to help you define your financial goals in order to develop a financial plan that will help you achieve those goals. Allan's personal attention to your specific needs ensures that this process is done in a way that is comfortable and right for you. Comprehensive Wealth Management Group, LLC specializes in working with clients in the areas of wealth/asset accumulation and preservation, retirement income needs, retirement planning, small business planning and education planning as well as corporate and individual taxes. "My goal is to take the complexities out of financial planning for my clients, to help them plan for their families and their future", Allan explains, "Having the independence of my own firm allows me to devote myself exclusively to that goal". Allan looks forward to the opportunity to help you reach your financial goals. He can be reached by telephone at 718-980-3737 or via email at firstname.lastname@example.org.