Bradley Katte, CFP®
IMZ Financial Services
Boca Raton,
Florida
Contact
Email
Phone
How to contact
(920) 917-4428 / brad@imzfinancial.com
Company profile
Professional Profile
Call Me When
you’re planning to exit your business, looking to reduce taxes, or want a financial strategist who understands entrepreneurs — from investments and insurance to estate planning and liquidity events.
Professions
Wealth Manager
Functional Expertise
Business growth
Cash flow enhancements
Cash management
Charitable giving
Compensation
Employee benefits
Entrepreneurship
ESOPs
Estate planning
Fiduciary
Investments
Private equity
Retirement
Risk management
Strategic planning
Tax
Trusts
Exit/Transition Planning
Business Focus
Financial Consultant is investment management, insurance, entrepreneurship, business planning, tax, estate, alternate investments, and exits.
Professional Certification
CFP®
Transition Planning Certification or Methodology
CExP Candidate
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Tool Provider Relationships
BEI
EPI
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