Barry Katz
MBA, CFP®
Caratel Financial Services, Inc.
Financial Advisor
Barry Katz
MBA, CFP®
Caratel Financial Services, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Barry Katz, MBA, CFP®
Fee-Only financial planner located in Plantation, FL, and Litchfield, CT serving clients locally and across the country
Meet Barry Katz
Barry Katz is a Plantation, FL fee-only financial planner. Caratel Financial Services, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Barry Katz is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Barry Katz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
-
Barry Katz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Barry Katz
Office Locations:
-
1856 N Nob Hill Rd
Suite 265
Plantation, FL 33322 -
1856 N Nob Hill Rd
Suite 265
Plantation, FL 33322
