Advisor profile


My approach

People often ask me how I became a financial advisor…

When my dad passed away from ALS in 2003, his life insurance policy paid out. My mother, who didn’t know what to do, was referred to an advisor who didn’t take the time to understand her goals, level of risk and income needs. In about 3 years, the money was depleted. I remember thinking, what just happened and how could I make sure it doesn’t happen to anyone else? This motivated me to help others establish proper financial plans.

I’m driven by the success of my clients - working together to implement strategies and evaluating the progress made toward their goals. We accomplish this through customized financial plans, based on their unique situation.

My investment philosophy is to use a diversified portfolio designed around a specific strategy, which meets my client’s goals and objectives, and may include:

      • Tax-efficient Investment Strategies
      • Investment Management Services
      • Retirement Planning Solutions
      • Estate Conservation Concepts
      • Insurance and Annuity Solutions

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • M.B.A., Wayne State University, 2011
  • Series 7 and 66 licensed

Education

  • Wayne State University - MBA
  • Western Michigan University - BBA

Interests

  • I'm a fan of car racing and have attended every Detroit Grand Prix since 1992.
  • I enjoy showcasing my 1978 Datsun 280z at car shows and am an enthusiast of collector cars.
  • My entire life I've been an avid Red Wings hockey fan and season ticket holder for 31 years (1986/87 - 2017/18).
  • I enjoy exploring museums, zoos & aquariums and spending time with my wife Julie and daughters Sadie & Libby.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2019-2020

Professional associations

  • Wayne State University Alumni
  • Western Michigan University Alumni

2019 36 Under 36: Detroit Jewish News

I'm very humbled to be featured in the Detroit Jewish News as a 2019 "36 Under 36", which recognizes the doers, entrepreneurs, philanthropists, community organizers and Jewish professionals reshaping and broadening their Metro Detroit communities. Thank you to everyone who made this possible!

Ari Katz: 2019 36 Under 36

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Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without any regard to any religious affiliations. Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.