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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
8

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  • United States Of America
    8

Howard Financial & Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    G. B.
    Managing Director-Bta Advisory Group
    Mobile Phone
  • Stylized image of a person
    S. H.
    Financial Advisor Assistant
    Mobile Phone

Howard Financial & Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Other

Contact profiles from Howard Financial & Wealth Management, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. B.
    Managing Director-Bta Advisory Group
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. H.
    Financial Advisor Assistant
    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. 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 August 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 August 2026, Howard Financial & Wealth Management, Inc.'s key employees include:

  • Managing Director-Bta Advisory Group: G. B.
  • Financial Advisor Assistant: S. H.

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