CONSORTIUM MEMBER SINCE 2014

Howard Katz

CFP®

Linea Private Wealth Management
3715 Northside Parkway, NW
Bldg. 300, Suite 600
Atlanta, GA 30327

Phone  |  770-731-8501
Fax  |  770-731-8504
E-mail  |  Howard.Katz@lineawealth.com
www.lineawealth.com



Member Profile

Client Vision

Howard Katz is one of the founders of Linea Private Wealth Management. Prior to starting the firm, Howard spent 20 years as a Financial Advisor for Lincoln Financial Advisors where he specialized in the design and implementation of comprehensive financial plans. He assists clients with estate planning, retirement planning and business succession planning, as well as investment management. Linea Private Wealth Management clients also benefit from Howard’s proficiency in charitable giving and family legacy planning strategies that promote harmony within families.


Areas of Expertise

  • Retirement Planning
  • Investment Management
  • Business Succession Planning
  • Estate Planning
  • Charitable Giving
  • Family Legacy Planning

Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • FINRA Series 6, 7, 63, 65 securities registrations through LPL Financial
  • Bachelor of Science in Finance, University of Maryland
  • Five Star Professional Wealth Manager, 2011 and 2013 *
  • Member of the Atlanta Estate Planning Council

*The 2013 award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.


Outside The Office

Away from the office, Howard enjoys spending time with his wife and daughters and is very active volunteering his time for several organizations In the Atlanta metro area.






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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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