Client Services Associate, San Diego Office
Brian Howard began his career in the financial services industry, working for Jim Bogart in 1995. He oversees the delivery of important client communication in a timely manner, which is critical to keeping our clients informed of necessary updates and account-related information.
Brian has worked with advisors and clients in all facets including wealth management, investment accounts, estate planning, charitable giving, life and disability insurance, annuities, and long-term care planning. Brian is continuously advancing his knowledge and skill set to better assist our clients on a daily basis.
Brian is an active volunteer with Easter seals of Orange County and has done quite a bit of work with his wife’s company which has their own charity called Softchoice Cares.
Brian has been married to his wife, Nicole since 2012 and they can often be found hiking with their rescue dogs, Lambeau and Stanley.