Contact Info
 FL Clients: 954.916.2622
CT Clients: 860.567.2567
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Who We Are |
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"Being a Financial Advisor is more than just maintaining a license. It is important to be involved in the profession at the highest levels, not only to be on the cutting edge of information and technique, but also to have a hand in the profession's future".
Barry G. Katz, Founder and President of Caratel |
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Caratel, registered in Florida and Connecticut, was created in 1991 by Barry G Katz. Prior to founding Caratel, Katz earned his B.S. in Finance, his MBA, and acquired expertise during 10+ years in commercial banking locally, nationally, and internationally. |
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Barry G Katz’s Financial Planning affiliations, titles and service include:
Certified Financial Planner Board of Standards
- Licensed CFP™ Professional
NAPFA-Registered Financial Advisor (NAPFA – National Association of Personal Financial Advisors)
- Regional Chair for the South – Served one term
- Regional President for the South – two terms
- Vice President, Board of Directors – two years
- Conference Chair, Board of Directors – three years
- Board of Directors – four years
Financial Planning Association – Member
(FPA is a merger between ICFP and IAFP Institute of Certified Financial Planners and International Association of Financial Planners)
- FPA Board of Directors of Broward County – one year
- ICFP local President – one year
- ICFP local Society’s Chairman – one year
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