Jason M. Katz, CPA, CFP®, CEPA®
Wealth Advisor, Principal
- Family Office Services
- Planning for Business Owners & Entrepreneurs
- Income tax planning for businesses and individuals
- Estate planning & Wealth transfer techniques
Prior to joining the Bartlett team in 2017, Jason spent more than seven years providing comprehensive financial and tax planning services at a single family office. Prior to that, he spent four years at Deloitte, providing tax planning, financial counseling and wealth management solutions to businesses, individuals and their families.
Jason lives in the city of Madeira, Ohio with his wife, Julie, and their two children.
History at Bartlett
- Joined Bartlett in 2017
Certifications and Designations
- Certified Financial Planner® (CFP)
- Certified Public Accountant (CPA)
- Certified Exit Planning Advisor (CEPA)
Education
- Indiana University-Kelley School of Business, BS in Acocunting and Finance, 2003, Honors Distinction
Boards and Committees
- Board Member, Cincinnati Estate Planning Council
Awards and Honors
Where can we help you go next?
Contact a member of the Bartlett team today.
