Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Howard is a Principal in the Los Altos office, where he is responsible for advising clients on financial planning and investment strategies. He has more than twenty-five years of experience working with families and business owners in the areas of financial planning, investments, estate planning and asset protection.
Prior to joining Cerity Partners, Howard was the Vice President of Advisory Services at Sullivan & Serwitz. During his earlier professional life, he worked as a staff attorney with the United States Securities and Exchange Commission, where he conducted investigations and prosecuted violations of federal securities laws.
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