Howard Sussman, CFP®, JD


Los Altos

Client Advisory


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.


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


  • Juris Doctor
  • Member of the Financial Planning Association

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