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Steven Katz, CPA, RFC®, CLTC

Steven Katz, CPA, RFC®, CLTC

Financial Advisor

Steven M. Katz has extensive financial services experience. In addition to being president of the Money Concepts Financial Planning Centre of Frederick, he also owned and managed a full service tax and accounting firm for businesses and individuals for 37 years. Clients say that they feel overwhelmed by the rapid pace of change especially when it comes down to critical financial decisions. Steven reduces the stress and confusion by listening attentively, providing understandable explanations, and preparing comprehensive life plans. Being a natural problem solver, he diligently strives to help his clients gain more security and peace of mind by bringing order, control and clarity to his clients' future.