Barry G. Katz

Barry G. Katz

| MBA, CFP®

Caratel Financial Services

Fee Only Financial Planner serving clients nationwide from offices in Plantation, FL and Litchfield, CT

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

North Street
Litchfield, CT 06759

1856 N. Nob Hill Road
Suite 265
Plantation, FL 33322

Barry Katz is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Barry G. Katz, CFP®, MBA created Caratel in 1991 after over 10 years in the Commercial Real Estate banking profession sharing his expertise with international, national and regional financial institutions.  He received is BS degree from Syracuse University in 1983 and his MBA from Florida Atlantic University in 1992.  He became a licensed Certified Financial Planner in 1993.

In addition to being President of Caratel, leadership positions include over 10 years with the National Association of Personal Financial Advisors (NAPFA) serving on the Regional Board of Directors as Conference Chair, Vice President, and President and on NAPFA’s National Board for four years.  Additionally, Mr. Katz served as President and Chair of the local chapter the Institute of Certified Financial Planners (the ICFP was the precursor to the FPA) as well as serving on the FPA (Broward) Board of Directors.

Mr. Katz is an active outdoor enthusiast and has held leadership positions in his local bicycle club as well as donating time and money to several charitable organizations in conjunction with organized fund raising activities.  Mr. Katz also works with Junior Achievement teaching financial education classes to local high school students.