Winchester resident Yan J. Katz is celebrating fifteen years at HUB Wealth Strategies of The Bulfinch Group. During his tenure, Yan has received numerous client service accolades, including being a nine-time Five Star Wealth Manager recipient; and a twelve-time Leaders Club Qualifier, four-time Executive Club Qualifier and now 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.

“Now celebrating 15 years at The Bulfinch Group together with his team, collaborating, growing and serving hundreds of households and businesses, we congratulate Yan on the significant accomplishment of being named to the Guardian President’s Council, which is a true testament to his exceptional work and commitment to client service,” explains Seth Medalie, CLU®, ChFC®, President and Founder of The Bulfinch Group.

“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 Yan. “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.”

Yan, his wife and two daughters reside in Winchester, where he is an active member of the community and a dedicated supporter of the Dana Farber Cancer Institute and The Jimmy Fund, Board member of The Bulfinch Group Charitable Foundation, and Advisory Council Member for Zoo New England.

HUB Wealth Strategies

HUB Wealth Strategies is a strategic advisory firm focused on putting you, your goals and your financial well-being at the center (HUB) of the conversation. Founded in New England and serving clients throughout the U.S., HUB Wealth Strategies works with both families and business’ in developing customized wealth management plans through both offensive and defensive planning techniques. HWS operates under the idea of bringing family office like services and advisor integration to those who desire a central point of contact/personal CFO for wholistic wealth management and business succession planning. Our clients’ lives are dynamic, fast-paced and filled with a continuous flow of opportunities to evaluate and threats to thwart. Our team will work with both our internal and clients’ attorneys, accountants and consultants to take a multi-disciplined approach to help simplify, collaborate, coordinate, measure, educate and advise on strategy and tactics. Our mission is to ultimately foster a relationship where our clients feel empowered, on track, and enhancing the likelihood of their visions to become realizations. For more information, please visit hubwealthstrategies.com

About Guardian 

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2023 included $11 billion in capital and largest dividend of $1.398 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.