Steven Katz

Steven Katz is a seasoned financial professional with over two decades of experience as a Registered Principal at LPL Financial and as the owner of Blue Chip Financial, LLC. Since July 1998, Steven has provided financial consulting services while holding the professional designation of Registered Financial Consultant. Prior to this role, Steven served as an Investment Sales Manager at New England Financial (now MetLife) from 1994 to 1998 and worked as a Financial Consultant at Shearson Lehman Brothers from 1990 to 1994. Earlier in Steven's career, a position as National Account Manager at Xerox Corporation was held from 1981 to 1990. Steven earned a Bachelor's degree in Marketing and Finance from the University of Maryland - Robert H. Smith School of Business in 1981.