Yan J. Katz of HUB Wealth Strategies Recognized as a Two-Time President’s Council Club Qualifier

The Bulfinch Group is pleased to announce that Winchester resident, Yan Katz, co-founder of HUB Wealth Strategies has been named a President’s Council Club qualifier for the second time by The Guardian Life Insurance Company of America® (Guardian). President’s Council is one of Guardian’s highest annual honors, awarded to the top 2% of financial professionals who exemplify outstanding service and client dedication.

An affiliate of The Bulfinch Group, HUB Wealth Strategies serves personal clients and business clients throughout the US and serves as a strategic advisory firm focused on putting you, your goals, and your financial well-being at the center (HUB) of the conversation. 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.

“We are proud to congratulate Yan on earning recognition as a 15-time Leaders Club qualifier, 7-time Executive Club qualifier, now 2-time President’s Council Club qualifier, a distinction that reflects his unwavering commitment to exceptional client service,” says Douglas Reiss, Partner of The Bulfinch Group. “His inclusion in the Guardian President’s Council Club further underscores the meaningful value he brings to his client base, through thoughtful guidance, proactive financial advice, and a consistent focus on helping clients pursue and achieve their long-term financial goals, while also strengthening the overall excellence of our firm.”

The Bulfinch Group is committed to providing the highest level of service and expertise, as well as continuing to make a positive and lasting impact in the communities we serve. With a client-centric focus, The Bulfinch Group works to safeguard wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax planning, provide protection, and build and grow wealth to reach each client’s unique goals.

Yan resides in Winchester, MA with his wife Natalie and two daughters. He is a Cum Laude graduate of Babson College and avid volunteer for The Jimmy Fund as well as advisory board member of 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. 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 for their visions to become realizations. For more information, 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 2025 included $12.6 billion in capital and largest dividend of $1.7 billion in the company’s history. For more information, visit GuardianLife.com.