Irving Katz, ChFC, CLU, CEPA, CExP
Professional ExitMap Planner / Featured
CEO, Exit Plan of Orange County ➤
Irving holds the designations of ChFC, CLU, CEPA, and CExP. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. When you work with us, you’re part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
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- Listing ID: 5918
- Professional Class: Exit Planner, Wealth Advisor