Follow Us
Join our newsletter
We will get back to you as soon as possible
Please try again later
Yan J Katz began his career in financial service in 2005 in the Hedge Fund Industry working with family offices and outside HNW investors. In 2007, Yan and his partners launch Motak Capital with a vision to bring together strategies involving the three distinct areas of insurance, investments and real estate under a single investment vehicle. When in 2008, coupled with the financial crisis one of the business partners unexpectedly passed away (Yan’s father), he realized there was a different need for planning beyond simply pursuing returns.
Through personal experience, frustration and reflection, Yan maintained the determination to stay on the entrepreneurial side, while building a team to create a family office like approach to holistic financial planning. HUB Wealth Strategies was formed to serve individuals, families and private businesses, for those who desire a multi-discipline approach to their financial well being and planning, where they centralize and coordinate strategic choices in optimizing outcomes. Grounded in always putting the clients interest first, Yan’s mission is simple in as he describes, “facilitating a constant state of financial confidence, empowerment and freedom for our clients.”
Yan’s interests outside of HWS, include being an advocate for Dana Farber and the Jimmy Fund, volunteering on the board for Zoo New England, and his addiction to golf. His true passions and meaning in his life are his three ladies as he describes them, his wife Natalie and daughters Gabriella and Avianna. Yan is a Cum laude graduate of Babson College with a double major in marketing and entrepreneurship, and resident of Winchester, MA.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OL73523
Yan J Katz began his career in financial service in 2005 in the Hedge Fund Industry working with family offices and outside HNW investors. In 2007, Yan and his partners launch Motak Capital with a vision to bring together strategies involving the three distinct areas of insurance, investments and real estate under a single investment vehicle. When in 2008, coupled with the financial crisis one of the business partners unexpectedly passed away (Yan’s father), he realized there was a different need for planning beyond simply pursuing returns.
Through personal experience, frustration and reflection, Yan maintained the determination to stay on the entrepreneurial side, while building a team to create a family office like approach to holistic financial planning. HUB Wealth Strategies was formed to serve individuals, families and private businesses, for those who desire a multi-discipline approach to their financial well being and planning, where they
centralize and coordinate strategic choices in optimizing outcomes. Grounded in always putting the clients interest first, Yan’s mission is simple in as he describes, “facilitating a constant state of financial confidence, empowerment and freedom for our clients.”
Yan’s interests outside of HWS, include being an advocate for Dana Farber and the Jimmy Fund, volunteering on the board for Zoo New England, and his addiction to golf. His true passions and meaning in his life are his three ladies as he describes them, his wife Natalie and daughters Gabriella and Avianna. Yan is a Cum laude graduate of Babson College with a double major in marketing and entrepreneurship, and resident of Winchester, MA.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OL73523
Yan J Katz began his career in financial service in 2005 in the Hedge Fund Industry working with family offices and outside HNW investors. In 2007, Yan and his partners launch Motak Capital with a vision to bring together strategies involving the three distinct areas of insurance, investments and real estate under a single investment vehicle. When in 2008, coupled with the financial crisis one of the business partners unexpectedly passed away (Yan’s father), he realized there was a different need for planning beyond simply pursuing returns.
Through personal experience, frustration and reflection, Yan maintained the determination to stay on the entrepreneurial side, while building a team to create a family office like approach to holistic financial planning. HUB Wealth Strategies was formed to serve individuals, families and private businesses, for those who desire a multi-discipline approach to their financial well being and planning, where they
centralize and coordinate strategic choices in optimizing outcomes. Grounded in always putting the clients interest first, Yan’s mission is simple in as he describes, “facilitating a constant state of financial confidence, empowerment and freedom for our clients.”
Yan’s interests outside of HWS, include being an advocate for Dana Farber and the Jimmy Fund, volunteering on the board for Zoo New England, and his addiction to golf. His true passions and meaning in his life are his three ladies as he describes them, his wife Natalie and daughters Gabriella and Avianna.
Yan is a Cum laude graduate of Babson College with a double major in marketing and entrepreneurship, and resident of Winchester, MA.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OL73523
Park Avenue Securities Form CRS
CHECK THE BACKGROUND OF OUR INVESTMENT PROFESSIONALS ON FINRA’S BROKERCHECK.
This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy, or product to any specific individual or situation or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.
Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, suite 310, Needham, MA 02494,
781-449-4402. PAS is a wholly-owned subsidiary of the Guardian Life Insurance Company of America® (Guardian), New York, NY. HUB Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 2024-168486 Exp 3/26
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
Park Avenue Securities Form CRS
COPYRIGHT © 2024 HUB WEALTH STRATEGIES - ALL RIGHTS RESERVED.
CHECK THE BACKGROUND OF OUR INVESTMENT PROFESSIONALS ON FINRA’S BROKERCHECK.
THIS WEBSITE IS INTENDED FOR GENERAL PUBLIC USE AND IS FOR EDUCATIONAL PURPOSES ONLY. BY PROVIDING THIS CONTENT, PARK AVENUE SECURITIES LLC IS NOT UNDERTAKING TO PROVIDE ANY RECOMMENDATIONS OR INVESTMENT ADVICE REGARDING ANY SPECIFIC ACCOUNT TYPE, SERVICE, INVESTMENT STRATEGY OR PRODUCT TO ANY SPECIFIC INDIVIDUAL OR SITUATION, OR TO OTHERWISE ACT IN ANY FIDUCIARY OR OTHER CAPACITY. PLEASE CONTACT A FINANCIAL PROFESSIONAL FOR GUIDANCE AND INFORMATION THAT IS SPECIFIC TO YOUR INDIVIDUAL SITUATION.
SECURITIES PRODUCTS AND ADVISORY SERVICES OFFERED THROUGH PARK AVENUE SECURITIES LLC (PAS), MEMBER FINRA, SIPC.. OSJ: 160 GOULD STREET, SUITE 310, NEEDHAM, MA 02494, 781-449-4402. PAS IS A WHOLLY-OWNED SUBSIDIARY OF THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA® (GUARDIAN), NEW YORK, NY. HUB WEALTH STRATEGIES IS NOT AN AFFILIATE OR SUBSIDIARY OF PAS OR GUARDIAN. 2024-168486 Exp 3/26
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
