Broker Check
Maya Katzman, CFP®

Maya Katzman, CFP®

Private Wealth Advisor

Specializing in retirement and financial planning in the state of Texas, Maya brings years of experience working in the financial services industry assisting her clients achieve their goals. Providing high-quality customer service and in-depth analysis for retirement planning are just two reasons why she was selected by Lincoln Financial Advisors.

Maya works one-on-one with individuals and families helping them grow and protect their wealth. She is a speaker at retirement planning seminars for employers around Texas and enjoys seeing her clients put their kids through college, buy homes, obtain economic independence and retire from all the things they don’t like to do.

Prior to joining the team, Maya was offered the National Hispanic Scholarship at the University of Texas at Austin in 1996, where she earned her Bachelor’s degree in Mathematics. She worked as a financial analyst for Southwest Housing Compliance Corporation for 5 years. She later established a consulting business before starting her family.

Maya is a member of the FPA and NAIFA-Dallas organization of professional associations who strive for the same common goal: to protect the clients’ livelihood and the clients’ financial security.