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The following was submitted by the Bulfinch Group:
The Bulfinch Group is pleased to announce that Winchester resident, Yan J. Katz, managing partner of HUB Wealth Strategies, an affiliate of The Bulfinch Group, has been named as a President’s Council qualifier by The Guardian Life Insurance Company of America (Guardian).
President’s Council is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients.
During his 15 years at HUB Wealth Strategies, Katz has received numerous client service accolades, including being a nine-time Five Star Wealth Manager recipient; and a 12-time Leaders Club Qualifier, four-time Executive Club Qualifier and now President’s Council qualifier by The Guardian Life Insurance Company of America (Guardian).
“I’m honored to be recognized with this prestigious designation as it is my passion to always put my clients at the center of the conversation, and help them reach their unique goals and aspirations,” says Katz. “Being named to the Guardian President’s Council is not something I take lightly; it is a true honor to be included with this remarkable group of elite financial professionals.”
