BOARD OF DIRECTORS
Allan Katz CFP, ChFC, CLU, President Elect
Allan Katz is the owner of Comprehensive Wealth Management Group, LLC, Allan is very involved in the local community, both on a professional and personal level.
Allan is a member of the New York Chapter of the Financial Planning Association, where he does extensive work with the Pro Bono program, the FPA's Mentoring Program and MoneyWorks Program as well as volunteering in various high schools for W!SE.
"These programs have allowed me to share a wealth of information about financial planning with many
people who really need the advice and may not be able to afford to pay a planner. I feel that the
workshops I have given at various groups, including Friends of Firefighters, The Red Cross and
Borough of Manhattan Community College have really allowed me to give back to the
community" says Allan.
Allan is also a member Staten Island Business Council, is on the Board of the YMCA, is the President of the Board of the Staten Island Alzheimer &; Dementia Foundation and President Elect of ILEA NJ North Chapter.