Howard Sussman , CFP®, JD

Howard is a Principal at Cerity Partners’ Silicon Valley (San Jose) Office who has spent more than twenty years helping successful families and business owners make confident, well-informed decisions about their wealth. His practice spans financial planning, investment strategy, estate planning, tax mitigation, family stewardship and asset protection, with a focus on building lasting relationships across generations.

Before entering wealth management, Howard served as a staff attorney with the U.S. Securities and Exchange Commission, where he investigated and prosecuted violations of federal securities laws. That foundation gives his clients a rare perspective: an advisor who understands not just how to grow and protect wealth, but how the regulatory and legal landscape can affect it. He went on to serve as Vice President of Advisory Services at Sullivan & Serwitz before joining Cerity Partners.

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