PLANO, TX, December 09, 2025 /24-7PressRelease/ -- Maya Katzman has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility and prominence in a field are all taken into account during the selection process.

Mrs. Katzman is the owner of Symmetry Wealth Strategies, a firm she founded to provide a comprehensive and client-centered approach to wealth management for individuals and families. Since establishing the company, she has prioritized independence, integrity and balance, underscoring her belief that her primary responsibility is to her clients rather than any institution. Under her leadership, Symmetry Wealth Strategies has become known for its holistic financial planning services, with her working primarily through referrals and maintaining a client roster at capacity. Licensed in 19 states, she serves a geographically diverse clientele residing from Hawaii to Florida.

In addition to her role at Symmetry Wealth Strategies, Mrs. Katzman has served as a private wealth advisor with Osaic, formerly Lincoln Financial Advisors, since 2012. Over several years in this position, she has developed deep knowledge in guiding clients through complex financial decisions and market fluctuations. Her commitment to providing value is evident in her ability to help clients strategically save and set goals to improve their financial outcomes, not just from an investment perspective, but from a legal and a tax planning perspective as well. One notable example includes assisting a family with estate planning for their adult son with Down syndrome, ensuring their peace of mind regarding his future care.

Providing Mrs. Katzman with strong analytical skills and a disciplined approach to problem-solving was her academic background, inclusive of a bachelor's degree in mathematics with a minor in physics from the University of Texas at Austin, earned in 1999. She remains engaged with industry developments and best practices through her active membership in the Financial Planning Association.

Highlighting Mrs. Katzman's commitment to professional excellence are the several industry credentials she holds. She obtained the Certified Financial Planner designation from the CFP Board during the COVID-19 pandemic — a period marked by significant personal and professional challenges as she balanced homeschooling three children and navigating volatile markets. She also maintains FINRA Series 6, Series 7, Series 63 and Series 65 licenses, enabling her to serve clients across a broad spectrum of financial needs.

Reflecting on her entry into finance, Mrs. Katzman credits an early introduction through her father's work as a financial advisor with Lincoln Financial Advisors. After college, she initially worked in finance but was drawn back to advising when she joined her father's practice to deepen her understanding of financial advising. Watching her father serve Texas educators in the 403(b) market deepened her passion for helping others achieve financial stability and inspired her pursuit of advanced accreditations.

Throughout her career, Mrs. Katzman has attributed her success to teamwork, attentive listening and the courage to address difficult realities with clients. A longstanding study group formed by one of her mentors has played a pivotal role in her development; meeting monthly for over a decade, this group has fostered ongoing learning and support among peers. Her achievements have been recognized through several prestigious awards, including being named one of 2024 AdvisorHub 1000 Advisors to Watch: 100 Women Advisors and inclusion among the Best Financial Planners in Dallas-Fort Worth by D Magazine for 2024.

Beyond her professional responsibilities, Mrs. Katzman is actively involved in civic organizations dedicated to advancing women's leadership and technological innovation within the financial sector. She had served as a board member for the WISE Women's Group at Lincoln Financial Advisors and she currently contributes to the Technology Committee at TRG. She also volunteers at local schools to teach children about saving and responsible spending.

Looking ahead, Mrs. Katzman plans to grow Symmetry Wealth Strategies by expanding capacity through hiring additional advisors while continuing to meet community needs effectively. She remains committed to making financial guidance accessible by assisting families regardless of their ability to pay standard fees — a reflection of her enduring dedication to giving back and empowering others through knowledge and support.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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