Howard Sussman, CFP®, JD

Principal

Los Altos

Client Advisory

Biography

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.

Education

  • Bachelor of Arts degree, New York University
  • J.D., Yeshiva University, Benjamin N. Cardozo School of Law

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Juris Doctor
  • Member of the Financial Planning Association

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.