Kevin Howard, CFP

As a CERTFIED FINANCIAL PLANNER® professional, I have helped individuals and families grow and preserve their wealth through comprehensive investment planning for over 25 years.   Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to safeguard your wealth, I can help.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event, it is a process. As your life circumstances change, so must the investment strategies I use to help stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment ideas targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate planning issues to help preserve your wealth now and for generations to come.

Believe it or not, one aspect of retirement planning often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your needs and goals whether you hope to have access to a lifelong income stream, maintain flexibility and control of the principal, have opportunities to grow the principal or increase the income, or have enough income to last the rest of your life.

I was born and raised in Orange County and currently live in Irvine with my wife Sharon and our son Calvin.  Some of my favorite things are running and hiking in the local wilderness and traveling with my family all over the U.S.