Howard Financial & Wealth Management, Inc. Email Format

Financial ServicesCalifornia, United States2-10 Employees

Howard Financial & Wealth Management, Inc. is an independent Registered Investment Advisor providing financial planning and access to third-party asset management for clients in Bakersfield, California and surrounding communities. The firm emphasizes transparent, client-focused service through separately managed accounts and collaborative partnerships with third-party money managers, with a fiduciary obligation to act in clients’ best interests. Its offerings combine financial planning with investment and insurance solutions to help clients pursue financial clarity, security, and long-term financial health. Based in Bakersfield, the company positions itself within the financial services industry as a fiduciary advisor that develops customized investment strategies intended to meet both short- and long-term needs, and it notes a commitment to building long-term relationships with families it serves.

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