Daniel Katz @danieljameskatz

Financial Advisor | Husband to @autumnkatz | Father of four danieljkatz.nm.com Long Beach, CA Joined December 2009

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Daniel Katz @danieljameskatz

3 days ago

Think it’s too early to plan for college? Think again. I can start helping you plan now.

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Daniel Katz @danieljameskatz

4 days ago

Let’s work together to assess and ensure your money is being put to the best use. spr.ly/6017fxqRV

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Daniel Katz @danieljameskatz

a week ago

We'll help take care of planning your baby's future. You can get some rest. Message me to get started.

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Rate cuts look likely after Friday’s remarks from Federal Reserve Chair Jerome Powell. Chief Investment Officer Brent Schutte explains the implications and breaks down the latest data indicating rising inflation and a slowing labor market. spr.ly/6014fFSje

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Daniel Katz @danieljameskatz

2 weeks ago

Answering all their questions about college isn't easy. Planning for your financial future is. Reach out to start building your plan today.

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Daniel Katz @danieljameskatz

3 weeks ago

Stocks performed well despite signs of increasing inflation and deflated consumer sentiment. Chief Investment Officer Brent Schutte takes a look at the data and explains why it calls for doubling down on a diversified portfolio. spr.ly/6012fQ2Pu

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Daniel Katz @danieljameskatz

3 weeks ago

The right financial advisor has what you need for planning every stage of life. Message me to see which tools work best for you.

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Daniel Katz @danieljameskatz

4 weeks ago

Stocks rebounded amid growing expectations for interest rate cuts, despite new signs that tariffs are weighing on the economy. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. spr.ly/6011fW9hD

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Daniel Katz @danieljameskatz

a month ago

I’ve got my goggles and my nose plug and I’m ready to dive headfirst into your financial plan. Let’s do it.

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Daniel Katz @danieljameskatz

a month ago

Investors cheered strong earnings reports and news of more trade agreements. Chief Investment Officer Brent Schutte looks at how the levies may add to economic bifurcation and why companies may change tactics in dealing with rising import costs. spr.ly/6016fuMDg

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Daniel Katz @danieljameskatz

a month ago

You’re not on the ride of life alone. If you’re part of the 61% of Americans without a will, I can help you get started on your legacy journey. Source: Northwestern Mutual 2025 Planning & Progress Study.

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Daniel Katz @danieljameskatz

2 months ago

Let me worry about the numbers so you can start clearing the fridge for art. Let’s start planning for your future kiddo today.

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Daniel Katz @danieljameskatz

2 months ago

Looking for expertly crafted, freshly made financial plans? I serve those all day. Reach out.

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Daniel Katz @danieljameskatz

3 months ago

The numbers don’t lie, plenty of people think homeownership is possible. If you don’t think it’s possible, let’s chat. Your future home may be more achievable than you think.

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Daniel Katz @danieljameskatz

3 months ago

Last week brought more signs that investors are growing less concerned about the impact of tariffs. Chief Investment Officer Brent Schutte looks at why it may be too early to declare the coast clear. spr.ly/60104PL0G

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Daniel Katz @danieljameskatz

3 months ago

Life is full of big steps, and I’m here to financially prepare you for them. Reach out if you’d like to set up your financial tiers before the big day.

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Daniel Katz @danieljameskatz

3 months ago

I can help you be financially prepared for when the perfect home comes along. But you’ll have to close the listing tabs on your web browser on your own. Reach out.

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Daniel Katz @danieljameskatz

3 months ago

Happy National Donut Day. Regardless of which donut or financial style you connect with, I can help you build a plan that works for you. Reach out.

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Daniel Katz @danieljameskatz

3 months ago

It’s my job to help you put all your financial habits, quirks, and resources together to create a financial plan that works beautifully for both of you.

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Daniel Katz @danieljameskatz

4 months ago

Which is more important, getting an education or getting a wide variety of fashionable outfits to wear to class? Hard to say. But with the right financial plan in place, you can worry less about both. Message me to find out how.