David Katz
Wealth Management at Northwestern Mutual
📍 Los Angeles, California, United States
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.
Read the full overview →Current Role
Wealth Management
Location
Los Angeles, California, United States
Personality Overview
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Priorities
Topics David cares 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.
Career
Work history
Wealth Management
Northwestern Mutual
In the press
Media appearances
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Education
Education details unavailable
Cal Poly Pomona
Social presence
Other Northwestern Mutual Employees
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