Jeremy Katz | Financial Planner
Contact Information
617.526.9323
katzj@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP
Jeremy began his career in financial services in 2007 at Union Bank in San Francisco as an institutional bond trader. His experience going through the great recession and seeing the financial impact it had on so many, drove him to want to foster relationships with individuals and families to help them make thoughtful, efficient financial decisions.
Clients appreciate Jeremy’s ability to listen and understand their goals and concerns. This allows for the collaboration needed to create specific blueprints in the form of a unique personal financial plan. Collaboration is key, which is why Jeremy’s approach is to integrate not only internal resources such as investment and insurance experts, but to include client’s personal resources, including CPA’s, and estate attorneys as well.
Jeremy’s process and experience helps individuals, families and business owners alike address a myriad of concerns, from simply managing cash flow better, to advanced investment, income and tax planning, as well as legacy and estate preservation strategies.
Originally from Ohio, Jeremy graduated from The Ohio State University with a B.A. in Political Science. Upon graduating, Jeremy moved to San Francisco where he met his wife, Annie. They moved to Massachusetts and settled in Boxford, where they live with their son Owen, daughter Lyla, and dog Brae.
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