Winchester resident Yan J. Katz is celebrating fifteen years at HUB Wealth Strategies of The Bulfinch Group. During his tenure, Yan has received numerous client service accolades, including being a nine-time Five Star Wealth Manager recipient; and a twelve-time Leaders Club Qualifier, four-time Executive Club Qualifier and now President’s Council qualifier by The Guardian Life Insurance Company of America® (Guardian). President’s Council is one of the highest honors annually awarded by Guardian to financial professionals who demonstrate outstanding service and dedication to their clients.

“Now celebrating 15 years at The Bulfinch Group together with his team, collaborating, growing and serving hundreds of households and businesses, we congratulate Yan on the significant accomplishment of being named to the Guardian President’s Council, which is a true testament to his exceptional work and commitment to client service,” explains Seth Medalie, CLU^®, ChFC^®, President and Founder of The Bulfinch Group.

“I’m honored to be recognized with this prestigious designation as it is my passion to always put my clients at the center of the conversation, and help them reach their unique goals and aspirations,” says Yan. “Being named to the Guardian President’s Council is not something I take lightly; it is a true honor to be included with this remarkable group of elite financial professionals.”

Yan, his wife and two daughters reside in Winchester, where he is an active member of the community and a dedicated supporter of the Dana Farber Cancer Institute and The Jimmy Fund, Board member of The Bulfinch Group Charitable Foundation, and Advisory Council Member for Zoo New England.