Howard Barto
Chartered Financial Consultant at David White & Associates | San Ramon, California, United States
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Howard L. Barto is a seasoned professional in the insurance and financial planning sector, having embarked on his career in 1973. Currently serving as a Chartered Financial Consultant at David White & Associates, Howard leverages his extensive expertise to guide clients through the intricacies of today’s financial landscape. With a Master’s degree in Financial Services from The American College and a Bachelor’s degree from the University of California, Riverside, he possesses a robust educational foundation that complements his practical experience.
In his current role, Howard is dedicated to building meaningful relationships with clients, understanding their unique financial situations, and providing tailored guidance. His approach is characterized by a synergistic strategy that integrates tax, legal, and wealth management considerations. By collaborating closely with clients’ attorneys and tax professionals, Howard ensures that every aspect of a client’s financial plan is aligned and optimized for success.
Howard’s key projects often revolve around strategic financial planning, retirement income planning, and estate planning, where he employs his knowledge of Social Security maximization strategies and asset protection techniques. His commitment to educating clients is evident in his teaching initiatives, where he shares insights on retirement planning and wealth management. As a Registered Representative and Investment Advisor, Howard remains at the forefront of industry trends, continually enhancing his skills to provide innovative solutions that meet the evolving needs of his clients. Through his dedicated and professional approach, Howard L. Barto exemplifies the values of integrity and excellence in financial consulting.
Chartered Financial Consultant at David White & Associates in April 1973 to Present
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The American College of Financial Services, Master of Science (MS), September 1982 to September 1984
University of California, Riverside, BS, September 1964 to September 1968
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JRS II Retirement System
Social Security Maximization Strategies
Strategic Financial Planning
Retirement Planning
Estate Planning
Retirement Income Planning
Life & Disability Insurance Underwriting
Public Speaking
Asset Protection
Finance
Wealth Management
Negotiation
Teaching
Strategic Planning
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Discover more about David White & AssociatesWhat is Howard L Barto email address?
Email Howard L Barto at [email protected]. This email is the most updated Howard L Barto's email found in 2026.
How to contact Howard L Barto?
To contact Howard L Barto send an email to [email protected]. (updated on September 03, 2024)
What company does Howard Barto work for?
Howard Barto works for David White & Associates
What is Howard Barto's role at David White & Associates?
Howard Barto is Chartered Financial Consultant
What is Howard Barto's Phone Number?
Howard Barto's phone (213) ***-*220
What industry does Howard Barto work in?
Howard Barto works in the Financial Services industry.
Howard Barto Email Addresses
Howard Barto Phone Numbers
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