Your Neighbors in Pleasanton
Your Advocates in Insurance

For 35 years, the Katz family has helped California families and businesses find the right coverage at the right price. Independent guidance. Trusted carriers. Personal service that puts you first.

Coverage Built Around Your Life

Whether you're protecting your family, your business, or something uniquely yours, we'll match you with the right policy from the right carrier.

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Personal Insurance

From auto and home to life and everything in between, we'll help you find coverage that protects your family without breaking your budget. Your peace of mind starts here.

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Commercial Insurance

Every business faces unique risks. We'll evaluate your operations, identify exposures, and build a policy package that keeps your company protected as you grow. 

50 + Top-Rated Carriers
One Dedicated Team

  • Travelers
  • The Hartford
  • Liberty Mutual
  • Nationwide
  • AM Trust
  • Employers
  • Progressive
  • Mercury
  • CIG - Capital Insurance Group
  • Chubb
  • SafeCo
  • Stillwater
  • Foremost
  • Travelers
  • The Hartford
  • Liberty Mutual
  • Nationwide
  • AM Trust
  • Employers
  • Progressive
  • Mercury
  • CIG - Capital Insurance Group
  • Chubb
  • SafeCo
  • Stillwater
  • Foremost
  • Travelers
  • The Hartford
  • Liberty Mutual
  • Nationwide
  • AM Trust
  • Employers
  • Progressive
  • Mercury
  • CIG - Capital Insurance Group
  • Chubb
  • SafeCo
  • Stillwater
  • Foremost

Why Choose Us?

Why Pleasanton Families Trust the Katz Team

Charles Katz founded this agency in 1990 with a simple belief: insurance should be personal. Today, his son Aaron carries that mission forward, serving families and businesses across California with the same one-on-one approach that built our reputation. When you call, you won't reach a call center—you'll talk to Diana, Debbie, or one of our licensed agents who knows your policy and your priorities.

35 Years of Local Expertise

We've protected Pleasanton families since 1990. That experience means we understand California's unique risks and how to guard against them.

50+ Carriers, One Trusted Advisor

As independent agents, we shop dozens of top-rated companies to find you the best coverage at the most competitive price. No bias, just options.

Service That Puts You First

Insurance can often be perplexing. We make it straightforward with transparent advice, prompt answers, and a team that treats your family as if they were our own.

customer testimonials

Trusted by Families and Businesses Alike

From first-time homeowners to growing companies, see why our clients across the Bay Area count on the Katz team for all their coverage needs.

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We've been with Charles Katz Insurance for over 15 years. They handle our home, auto, and umbrella policies. Whenever we have questions, Debbie gets back to us the same day. It's rare to find that kind of service anymore.

Jane Faber

1 month ago

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As a small business owner, I needed someone who understood my risks. Aaron guided me through coverage options and found a policy that saved us thousands. I recommend them to every entrepreneur I know.

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Jana Willis

1 months ago

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After a fender bender, I was dreading the claims process. Diana walked me through everything step by step and followed up until it was resolved. They genuinely care about their clients. I wouldn't trust anyone else.

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John Doe

2 months ago

Still Wondering If You're Paying Too Much?

Most people are. Let us compare your current coverage against 50+ carriers at no cost. In just a few minutes, you'll know exactly where you stand and what your options are.

Obtaining a Quote Has Never Been Simpler

Talk with Kelly, our friendly voice assistant, or fill out a quick form. Either way, a licensed agent will follow up with personalized options tailored to your needs.

Call Us 24/7

Get an instant quote anytime, day or night. Kelly walks you through each step, answers common questions, and makes the process effortless!

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