Howard Financial & Wealth Management, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

Who We Are

Howard Financial & Wealth Management, Inc. is an independent Registered Investment Advisor serving Bakersfield, California and surrounding communities that provides financial planning and access to third party asset management.

Our Mission

To provide the families we serve with innovative financial strategies, solutions, and planning that can result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Howard Financial & Wealth Management, Inc.

Our Process

Howard Financial & Wealth Management, Inc. provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Howard Financial & Wealth Management, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Howard Financial & Wealth Management, Inc. is legally obligated to put our client’s interests first. 

*Insurance offered through Howard Financial & Insurance Services, Inc.

Find Howard Financial & Wealth Management, Inc. employees' phone numbers or email addresses

Howard Financial & Wealth Management, Inc. Global Highlights

North America
8

United States Of America
8

Howard Financial & Wealth Management, Inc.'s Leadership

G. B.
Managing Director-Bta Advisory Group
Mobile Phone
Email
J. L.
Advisor Assistant
Mobile Phone
Email

Contact profiles from Howard Financial & Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

G. B.
Managing Director-Bta Advisory Group
Mobile Phone
Email
Oct 23, 2024
J. L.
Advisor Assistant
Mobile Phone
Email
UNITED STATES
Apr 24, 2025

Frequently Asked Questions

What is Howard Financial & Wealth Management, Inc. known for?

Howard Financial & Wealth Management, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 5401 Business Park South, Suite 112, Bakersfield, California 93309, US. Explore Howard Financial & Wealth Management, Inc.'s company overview page for more information.

What is Howard Financial & Wealth Management, Inc.'s most common email format?

Howard Financial & Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Howard Financial & Wealth Management, Inc. email formats with LeadIQ.

How many employees does Howard Financial & Wealth Management, Inc. have currently?

Howard Financial & Wealth Management, Inc. has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Howard Financial & Wealth Management, Inc.'s key employees and leadership?

As of October 2025, Howard Financial & Wealth Management, Inc.'s key employees include:

Managing Director-Bta Advisory Group: G. B.
Advisor Assistant: J. L.

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