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Howard Financial & Wealth Management, Inc. Employee Directory

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.

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

Howard Financial & Wealth Management, Inc. Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Howard Financial & Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    J. H.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    Managing Director-Bta Advisory Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Financial Service Administrator / Client Success
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Financial Advisor Assistant
    Phone icon
    Mobile Phone

Howard Financial & Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Howard Financial & Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    President
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Mar 24, 2026
  • Stylized image of a person
    G. B.
    Managing Director-Bta Advisory Group
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. L.
    Financial Service Administrator / Client Success
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 24, 2026
  • Stylized image of a person
    S. H.
    Financial Advisor Assistant
    Phone icon
    Mobile Phone
    Jul 01, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign iconHoward 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 United States. 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?

Minus sign iconPlus sign iconHoward 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?

Minus sign iconPlus sign iconHoward Financial & Wealth Management, Inc. has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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As of May 2026, Howard Financial & Wealth Management, Inc.'s key employees include:

  • President: J. H.
  • Managing Director-Bta Advisory Group: G. B.
  • Financial Service Administrator / Client Success: J. L.
  • Financial Advisor Assistant: S. H.

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