CLU, ChFC, MRFC
President and Managing Partner
Phone:818.609.7576 Ext 202
Over 45 years of experience in the financial services industry
Los Angeles Valley College, California State University Northridge, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Master Registered Financial Consultant (MRFC), LPL Registered Representative and LPL Investment Advisor Representative. Howard is also a member of the Financial Services Institute (FSI), as well as the National Association of Pension Advisors (NAPA).
Consultant to CPA's and Law firms in the areas of Wealth Accumulation and Preservation Planning, Life, Health and Disability Insurance, Retirement Planning, and Investment Management. Featured speaker to business and professional organizations and past instructor for the Life Underwriters Training Counsel. Advisor to corporations, business owners, physicians, executives on financial and business matters
Member and Past President Estate Counselors Forum in Beverly Hills, International Association of Registered Financial Consultants, Inc., National Association Insurance and Financial Advisors, Society of Financial Service Professionals, Golden Key Society, Forum 400. Howard is listed in Who's Who in California, a member of Million Dollar Round Table Foundation and a former member of Million Dollar Round Table “Court of the Table”, Chancellor's Associates of UCLA, and Advisory Board for Security Life of Denver.
California Insurance License # 0471692