David Katz is a Wealth Management Advisor at Northwestern Mutual in Los Angeles with over 25 years of experience. He specializes in providing comprehensive financial guidance, including business, estate, and investment planning for affluent families and successful business owners. David holds the Chartered Life Underwriter (CLU®) designation.
David was recognized by Forbes as a Top Best-in-State Financial Security Professional in both 2023 and 2025.
David Katz
Wealth Management at Northwestern Mutual
Los Angeles, California, United States
Overview
Topics They Care About
Estate & Business Planning
His professional profile lists this as a key specialty, focusing on solutions for business owners and affluent families.
High-Net-Worth Solutions
He partners with a dedicated team of experts to design and implement customized plans for high-net-worth clients.
Financial Security
His stated mission is to help clients create comprehensive financial plans to achieve their most important goals at every stage of life.
Media Appearances
David has no verified media appearances
Work History
Wealth Management at Northwestern Mutual
Education
Education details unavailable from Cal Poly Pomona
More Information
Social Presence :
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Location : Los Angeles, California, United States
Job Level : N/A
Designation : Wealth Management at Northwestern Mutual
