Howard Katz, CFP®

Howard Katz, CFP®

Managing Partner

Linea Private Wealth Management

Howard offers the following specific expertise to Fero Financial, working in concert with clients towards their financial objectives:

  • Helping clients understand the complexities of life insurance, hybrid long term care, and disability income insurance
  • Comprehensive estate planning
  • Business succession planning

Howard is a Founding Partner of Linea Private Wealth Management. As a CERTIFIED FINANCIAL PLANNER® (CFP®), with more than 20 years of experience, Howard places great emphasis on understanding client objectives and concerns. Howard then explains, in clear and understandable terms, how you are currently positioned relative to those goals. And works in partnership with your other advisors to develop a comprehensive plan to pursue your financial objectives and address your concerns moving forward.

Prior to founding Linea Private Wealth Management, Howard spent 20 years at his prior firm as a Comprehensive Financial Planner (15 of those with his business partner, Justin). As a Financial Planner, then and now, he specializes in the design and implementation of comprehensive financial plans, with a focus on estate planning, retirement planning, and business succession planning. Over time he has developed specialized expertise in family philanthropy, charitable giving, and strategies designed to help families pursue multigenerational legacy planning. Howard’s client base includes successful families, business owners, and single women, among others.

After losing his father at a young age, Howard quickly came to understand the important role income protection strategies play in helping families maintain their lifestyle and pursue tomorrow’s goals. So, a key area of focus over the years for Howard has been helping clients, and other advisors, understand the complexities of life insurance, hybrid long-term care, and disability income insurance.

Howard is active in several professional associations, boards, and community organizations, including the Atlanta Estate Planning Council, Integrated Financial Group’s Advisory Board, the LIFE and LEGACY Program (current Chairman), the Atlanta Jewish Foundation (Past Board Chairman, 2018 -2020), the Jewish Federation of Greater Atlanta (Past Board Member), and the Georgia Planned Giving Council (Past President).

EDUCATION/CERTIFICATION:
 

  • B.S. Finance, University of Maryland
  • CERTIFIED FINANCIAL PLANNER, CFP®
  • IFG Consortium Member since 2014

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