Yan Katz in

Yan Katz

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Managing Partner | Financial Advisor at Hub Wealth Strategies @ The Bulfinch Group
📍 Greater Boston, United States

Yan Katz is the Managing Partner and a Financial Advisor at Hub Wealth Strategies, specializing in comprehensive financial plans for business owners and professionals. His expertise lies in tax efficiency, cash flow optimization, and business succession strategies. He is a graduate of Babson College and focuses on creating sustainable retirement plans for his clients.

Outside of his professional life, Yan is a family man who enjoys spending his free time with his wife and two young children. He is also an avid golfer and skier, taking advantage of the recreational opportunities available in the New England area where he resides.

Unique fact: Yan was a recipient of the NAIFA Massachusetts "4 under 40" award in 2015, recognizing him as a top advisor.

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Experience
20 Years
Current Role
Managing Partner | Financial Advisor
Job Level
Junior
Location
Greater Boston, United States
Personality Overview

How Yan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Yan cares about

Business Exit Planning
His content consistently advises business owners on the importance of early-stage exit planning to maximize valuation, timing, and tax efficiency.
Cash Flow Optimization
His professional headline is "Maximizing Cash Flow Through Financial Strategy Consulting, " indicating this is a core focus of his advisory practice.
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Career

Work history

1-2019
Managing Partner | Financial Advisor
Hub Wealth Strategies @ The Bulfinch Group
4-2009
Financial Representative
The Bulfinch Group
3-2006 - 12-2009
Co-Founder
Motak Asset Management LLC
10-2006 - 2-2008
Territory Manager
Praxair Healthcare
2-2004 - 10-2006
Sr Pharmaceutical Rep
GSK
In the press

Media appearances

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Education
1996 - 2000
BS
Babson College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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