Bradley Katte, CFP®

About

Brad is a Financial Consultant with IMZ Financial Services, providing comprehensive financial planning that includes tax-efficient strategies, investment management, retirement plan design, insurance solutions, estate planning resources, income planning for pre- and post-retirees, and access to alternative investments.

Deeply involved in the community, Brad is a member of multiple networking and social organizations across South Florida, building relationships with like-minded professionals to develop and grow his skillset and knowledge.

Originally from Wisconsin, Brad relocated to Boca Raton in 2024 to join the IMZ team. Outside of the office, Brad is working on his CERTIFIED FINANCIAL PLANNER® designation, training Brazilian Jiu Jitsu, exploring South Florida, and enjoying time with friends and family.