About
Irving R. Katz
has been a Financial Strategist for 40 years. Over the years his clients have retained him for his expertise, and his ability to remain current. Irving specializes in Retirement Planning, Wealth Creation, Wealth Retention and Estate planning for his Business Owner clients.
“I have a passion for what I do. It is exciting and very rewarding for me to see individual growth and success as a result of our strategic planning efforts.”
Irving Katz, MBA, MSFS, CHFE, CLU received his MBA in Finance & Marketing from the Kelly School of Business at Indiana University. He is a Registered Investment Advisor, Chartered Life Underwriter, Life Analyst and a Chartered Financial Consultant.
John De Gree
is a nationally recognized teacher and author of educational materials used throughout the United States. John’s studies and work in history and languages have brought him to live and work abroad in Germany, Austria, Turkey, and the Czech Republic. For the past 11 years, he has been an intermediate-school teacher in Southern California.
In 2005, he established Take a Stand Publications (www.takeastandbooks.com) to provide educational books and materials dedicated to teaching students how to think about history. He earned National Board Certification in 2008, holds a Master’s in Humanities from Cal State Dominguez Hills, and language certificates in German and Czech from the Goethe Institute in Germany and Charles University in the Czech Republic.
Joining the financial services industry in 2008, John recognized the great divide between those who had personal financial knowledge and those who did not. He saw that teachers lacked personal finance education and wanted to provide it for them. John joined with Irving Katz, LLC to combine his educational experience with an accomplished veteran in financial strategies to create the program geared to providing teachers with financial literacy, The Teachers’ Guide to Money.