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Howard N. Katz, CFP®

Howard N. Katz, CFP®

Managing Partner

Howard Katz is a co-founder, with Justin Davidson, of Linea Private Wealth Management. Prior to starting the firm, Howard spent 20 years as a Financial Advisor for Lincoln Financial Advisors where he specialized in the design and implementation of comprehensive financial plans. He assisted clients with estate planning, retirement planning and business succession planning, as well as investment management. Linea Private Wealth Management clients will also benefit from Howard’s proficiency in charitable giving and family legacy planning strategies that promote harmony within families.