About the Business
Mitch J. Katzer, CFP is dedicated to helping clients achieve their financial goals. We work with individuals and families to create a customized roadmap for success. Our team takes the time to understand our clients’ short-term and long-term objectives and collaborate to develop a comprehensive plan. With a focus on tax, estate, philanthropic, and investment planning, we provide our clients with the freedom to focus on what matters most.
Our investment planning services provide true diversification through direct investments in real estate, hedged funds, and other unique strategies. We are opportunistic and believe our clients should be as well, while staying true to their financial plans. With our team, clients benefit from simplified processes and collaboration with other professionals in their lives.
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- The business started as a family office for our founder Gary Furukawa. It has grown on a referral basis since then. We have offices in Portland, Seattle, and San Francisco. Still 100% employee-owned and we (the employees) invest alongside our clients in the same strategies.
Opening Time
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Mon
7:00 AM - 5:00 PM
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Tue
7:00 AM - 5:00 PM
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Wed
7:00 AM - 5:00 PM
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Thu
7:00 AM - 5:00 PM
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Fri
7:00 AM - 5:00 PM
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Sat
10:00 AM - 4:00 PM
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Sun
Closed