Broker Check
Donna Katz, ChFC®

Donna Katz brought her multi-faceted practice to Opus Private Client, LLC in 2007. Her industry knowledge and experience help her to plan comprehensive and insightful insurance strategies for individuals, businesses, and business owners. Donna’s considerable experience in personal financial consulting blends well with Strategies for Wealth's focus on creating innovative solutions that enhance financial security and maximize wealth potential.

 In addition to personal financial consulting, Donna has also built a robust corporate benefits practice that includes plan design, rate negotiation, renewal actions, and communications. Donna’s clients renew through her each year due to the superior service, time, and care she takes to understand each client’s business and business drivers.

 Donna has spent her career in financial services, beginning at American Express, then accepting a management role at UNUM, and eventually establishing her own practice in 1990.

 She received a Bachelor of Science from Boston University School of Management with a concentration in marketing and finance, and she holds an MBA in Marketing and Finance from Fordham University Graduate School of Business Administration. Additionally, Donna received her Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services.

 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.