Harvey Kotler, CLU ®
Harvey brings over 45 years of experience to the HB Wealth Advisors team. As a financial advisor, Harvey specializes in life insurance, disability insurance, long term care insurance and investment products. In addition to his wealth of experience and years of building relationships with his many clients, Harvey also generously gives back to the community he loves. He is currently Board Chair of the Jewish Family Services Association, a Trustee for the Center of Cognitive Recovery, and a Board Trustee for InMotion.
His financial services qualifications include:
- Chartered Life Underwriter®, The American College of Financial Services
- Graduate of Roosevelt University, Chicago, IL
- Chairman of the Field Advisory Board, Protective Life
- Member of the Million Dollar Round Table, Protective Life
"Using my years of experience and expert knowledge of a variety of insurance solutions, such as life, disability and/or long term care insurance, I truly enjoy serving the diverse need of both individuals and business owners. I think of it as a holistic approach to insurance planning."