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Howard Schwartz
Financial Advisor
Email Address
howard.schwartz@wellsfargoadvisors.comPhone Number
(858) 523-7979Toll Free
(800) 538-8301With 40-plus years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing strategies around their long-term goals and risk tolerance. My experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity. I was raised in San Diego, spent four years in college at UC Berkeley, returning to San Diego in 1979. My wife Denise and I reside in Solana Beach, California. Our son & daughter both live and work for public companies in New York.
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