Hands-on guidance Professional advice for institutions and foundations

Kenji Yoshikawa, CRPS®

Senior Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)
Endowment & Foundation Consultant (EFC)
Certified Exit Planning Advisor (CEPA®)

Visit Katz Wealth Management

phone

212-713-9248







address

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Top of the Morning Podcasts

Top of the Morning daily podcasts

Planning for the lifestyle you want

Planning for the lifestyle you want