Samuel Katz, CFP
Samuel Katz (Sam) is a financial representative working out of the Manhattan office of Forest Hills Financial Group (FHFG). He ran his own tax practice in Scarsdale for over twenty years before offering financial planning for the individual, families and businesses he served. With his diverse knowledge and experience, Sam helps his clients identify financial opportunities and offers strategies to help them achieve and protect their objectives on a tax efficient basis. He truly cares about his clients and builds long lasting relationships based on trust and respect.
Sam graduated from Queens College, New York with a Bachelor of Science degree in Accounting and Information Systems. He began his professional career by achieving his CPA certification and starting his own tax practice. Seeing the need and desire of his clientele for overall planning, in 2003 Sam partnered with the Barnum Financial Group and began incorporating comprehensive financial planning and implementation into his practice. In 2011 he achieved his CFP designation to better serve his clients. Now partnered with FHFG, Sam leverages their 40+ years of experience and resources to continue educating, planning & implementing strategies for the individuals and businesses seeking his guidance.
In his spare time, Sam has taken up Argentine Tango and plans to begin drum lessons, which his parents had promised him "once they moved out of the apartment & into a house". Born & raised in Brooklyn, Sam currently resides in New Rochelle, NY.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS. Financial Representative of Guardian