Howard is a Qualified Plan Specialist with 20+ years of experience in financial services. His practice has an emphasis on 401(k), 403b, and group pension and retirement plans. Howard's experience involves working with both private and public companies, with an in-depth understanding of client needs, at both the institutional and individual level. Howard spends most of his time helping employers set up and manage corporate retirement 401(k) plans, giving presentations to educate employers and employees. Howard lives with his wife Carrie in West Covina, CA and enjoys exercising and working on his classic Chevrolet.
Howard holds the following registrations through LPL Financial: Series 7 and 66
In addition, Howard has the CPFA designation as a Qualified Plan Specialist.
Howard is registered for Securities in the following states: CA
Check the background of this investment professional on FINRA’s BrokerCheck.