Our Qualifications

Allan Katz, CFP™, ChFC, CLU


Allan was born in Brooklyn, raised in Staten Island and after receiving his Bachelor of Arts Degree in Economics from the State University of New York at Binghamton, Allan returned to Staten Island where he and his wife Elizabeth and their daughter live. After more than a decade working as a financial consultant for various firms including Citicorp Investment Services and The United Nations Federal Credit Union, and earning his Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations, Allan found himself at a crossroads.  His personalized approach to long term client relationships and his commitment to making a difference in the future of others led him to conclude that the only way to provide the highest level of service, research and complete financial planning was to establish his own independent firm.   Allan opened Richmond Financial Associates, Inc. in order to have the flexibility to determine the direction, effectiveness and the specific recommendations that he brings to all his clients current and future needs.

Allan's experience and education enable him to guide clients through the complex financial world and empower them to work towards their financial goals regardless how simple or complex. As President and Owner of Richmond Financial Associates, Inc. Allan is in a unique position to help you potentially define your financial goals in order to develop a financial plan that will help you achieve those goals.  Allan's personal attention to your specific needs ensures that this process is done in a way that is comfortable and right for you.
      
Allan is a  member of the New York Chapter of the Financial Planning Association, where he does extensive work with the September 11th Pro Bono program and the FPA's Mentoring Program.  "These programs have allowed me to share a wealth of information about financial planning to many people who really need the advice and may not be able to afford to pay a planner.  I feel that the workshops I have given at various groups, including Friends of Firefighters, The Red Cross and Borough of  Manhattan Community College have really allowed me to give back to the community" says Allan

Richmond Financial Associates, Inc. specializes in working with clients in the areas of college education funding, wealth/asset accumulation and preservation, retirement income needs, retirement planning, small business planning and education planning.  "My goal is to take the complexities out of financial planning for my clients, to help them plan for their families and their future", Allan explains, "Having the independence of my own firm allows me to devote myself exclusively to that goal".
 
Allan looks forward to the opportunity to help you work towards your financial goals. He can be reached by telephone at 718-980-3737 or via email at