Howard

Erman

CFP®

picture of a planner

Here to act in your best interests

About me

I entered the financial industry in 1983, and I work with individuals and families who require financial planning services at any stage of their lives. I pride myself on the relationships I build with my clients and maintaining a trusting relationship with a client is always a high priority for me. I was the president-elect in 2013 and the president in 2014 of the Orange County Chapter of the Financial Planning Association. I am currently a member of the Financial Planning Association and the California Society of Enrolled Agents.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts and Science, Biology - University of Illinois

Master of Health Administration, Hospital Administration - Duke University

Enrolled Agent - The U.S. Department of Treasury

Visit one of our Locations

Los Angeles I - Seal Beach

3020 Old Ranch Parkway

Suite 100

Seal Beach, CA 90740

Working with Us

The latest insights from our experts