Mitch Katz

Partner & Co-Founder at Capital Associates, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Bethesda, Maryland, United States, US
Skills

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5.0

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Matthew Rothman

I have known Mitch for a long time, and I would no reservations recommending him or the services his company provides. Mitch is an expert in his industry, and has been working in this field since we graduated from University of Maryland, College Park. The most important thing about Mitch is that he is an high integrity person, someone I trust 100%.

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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Capital Associates, LLC
    • United States
    • Government Relations Services
    • Partner & Co-Founder
      • Jun 1998 - Present

      Our approach to life based Retirement Planning is very simple. We call it Design. Build. Protect. Design a plan built around your life. Build a disciplined and academically grounded Investment Strategy that combines Financial Planning and Relationship Management to protect your wealth allowing you to live the lifestyle you want without outliving your money. Our partnerships with leading companies in the financial services industry will give your family access to a fully-integrated platform that meets your sophisticated objectives. We’ll leverage and customize the right services for your needs, providing a boutique client experience with global-scale resources. Capital Associates, LLC | 6901 Rockledge Dr | Suite 500 | Bethesda| MD | 20817 | Tel: 301.581.4108 I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser I am not licensed in all jurisdictions. CA Ins Lic# 0G78104 Neither Capital Associates LLC nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Capital Associates LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. Show less

  • Eagle Strategies, LLC
    • Financial Services
    • 200 - 300 Employee
    • Financial Adviser
      • Jul 2002 - Present

      Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

  • New York Life Insurance Company
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Apr 2000 - Present

Education

  • University of Maryland College Park
    Bachelor of Arts (BA)
    1993 - 1998

Community

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