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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
J.P. Stam Advies & Beheer Bv 2 years, 3 months Oct 2017 - Present
Ameriprise Financial Services, Inc. 3 years, 9 months Jan 2014 - Oct 2017
Triad Advisors, Inc 3 years, 8 months May 2010 - Jan 2014
Gitterman & Associates Wealth Management, LLC 3 years, 9 months Apr 2010 - Jan 2014
Ing Financial Advisers, LLC 8 years May 2002 - May 2010

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Financial Services Institute
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Accredited Asset Management Specialist
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Accredited Investment Fiduciary
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by David Katz

Life Insurance is not a Retirement Plan
Published 2013-01-16 17:09:27
    *Articles are published by advisors without compensation.


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    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Dec 27, 2019
    • license status
    • disclosures
    • as of date
      Dec 27, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    Last updated on Dec. 28, 2019
      • $325.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 1K
        number of clients
      • $251.9K
        Estimated Average Account Balance Per Client

    Raymond James & Associates, Inc.

    Last updated on Dec. 20, 2019
      • $203.9B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 678K
      • $301.0K
        Estimated Average Account Balance


    Types of Compensation Arrangements