About my practice
Financial security means different things to different people and it is my goal to discover my clients' needs and vision for their future. Through developing long-term relationships, I help my clients by building customized financial plans that help them achieve their personal, professional, and financial goals.
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Daniel James Katz is an Insurance Agent of NM. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Daniel James Katz is primarily licensed in California and may be licensed in other states. CA License: #4043248 AR License: #19468976