“I consider my clients an extension of my family and I would never make a recommendation to a client that I wouldn’t make to my own family. Everyone deserves to be treated with that level of respect.”
Lance R. Howard
President and Founder, Howard Financial & Wealth Management, Inc.
Named one of the top five advisors nationwide, by Senior Market Advisor magazine in August of 2011, Lance has helped his clients and their families preserve assets, reduce taxes and get a better return on their money since 1991. Lance Howard is a financial advisor who believes that now, more than ever, it is vital to protect the downside when staying invested in the market. Lance emphasizes income planning using a comprehensive and coordinated approach as a key component to successful retirement planning.
A native Californian, Lance graduated from CSUB, with a Bachelor of Science degree in Business Administration. He is a member of the Million Dollar Round Table, Top of the Table 2008, 2011, 2012, and 2015 and Court of the Table 2009, 2010, 2013 and 2014. He obtained his Series 65 license for Investment Advisor Representative in 2008. Lance belongs to the National Association of Insurance and Financial Advisors (NAIFA), California Association of Health Underwriters (CAHU), Kern Association of Health Underwriters (KAHU) and the National Ethics Bureau (NEB). In February of 2014, Lance was named one of America’s Financial Leaders by Forbes Magazine. Lance believes in the importance of being involved and giving back to his community.