Effective September 30, 2019, Steve Katz will be retiring from the tax and accounting profession. With the client transition completed from merging with Faragalla and Associates last year, he wishes to concentrate on his other profession.
Steve began his financial planning career in 1997 with Money Concepts. It has been very fulfilling for him to work part time with his CPA clients to provide comprehensive financial planning services. Now, Steve will be able to devote his entire attention to his dear friends and clients that have chosen him to help them navigate their financial journey. Steve wishes everyone the best of luck and good health in the future.