Irving Katz

Q: What is Irving Katz email address?

Email Irving Katz at irving@irvingkatz.com. This email is the most updated Irving Katz's email found in 2026.

Q: How to contact Irving Katz?

To contact Irving Katz send an email to irving@irvingkatz.com. If you want to call Irving Katz try calling on +1.7143505326.

Chief Executive Officer at Katz Financial, LLC | San Clemente, California, United States

About Irving Katz

Irving Katz, as the Chief Executive Officer of Katz Financial, LLC, stands at the forefront of Exit Planning services, leveraging his extensive expertise to guide business owners through the complexities of transitioning their enterprises. With a Certified Exit Planner designation from the Business Enterprise Institute (BEI), Irving has honed his skills in crafting tailored exit strategies that align with the unique goals and circumstances of each client. His deep understanding of business valuation, tax implications, and strategic planning enables him to deliver comprehensive solutions that maximize the value of a business at the point of sale or transfer.

At Katz Financial, Irving leads key projects that focus on enhancing the financial well-being of business owners, ensuring they are well-prepared for the next chapter of their professional lives. His approach encompasses not only the financial aspects of exit planning but also the emotional and psychological dimensions that often accompany such significant transitions. By integrating business coaching with robust exit strategies, Irving empowers clients to make informed decisions that reflect their long-term aspirations.

In collaboration with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, Katz Financial provides a suite of advisory services designed to support business owners in navigating the intricacies of exit planning. While Katz Financial and Cambridge are independent entities, their partnership enhances the resources available to clients, ensuring that they receive well-rounded guidance tailored to their specific needs. Through his leadership, Irving Katz continues to make a meaningful impact in the business community, helping entrepreneurs secure their legacies and achieve their financial goals with confidence.

Irving Katz Work