Sheldon Katz is a Financial Advisor with over two decades of experience with loyal clients, specializing in helping individuals work toward their financial goals. With a vast knowledge base and strong integrity, Sheldon recognizes that each client has individual needs. He is dedicated to understanding and appreciating each client situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and implement strategies that assist them in attaining their personal plans.
Sheldon received his MBA from Weatherhead School of Management at Case Western Reserve University after attaining his Bachelor's Degree in Business Administration with a major in Finance from the University of Toledo. He is a FINRA Series 7 & 63 Registered Representative as well as an Accredited Asset Management Specialist (AAMS®). Prior to joining Vantage, Sheldon spent over 25 years as a Financial advisor with Edward Jones.
In his spare time Sheldon enjoys travelling with his wife, Denise and his Belgian Shepherds. He also enjoys RVing, playing pickleball, riding Can Am's and most other outdoor activities.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC,a registered investment adviser. Cetera is under separate ownership from any other named entity. Branch phone 216.642.7878