KEVIN HOWARD, CFP®

Senior Financial Advisor

First Vice President - Investments

Address: 5 PARK PLAZA, 19TH FLOOR , IRVINE , CA 92614
Phone: 949-862-1282 | 800-876-0353 Fax: 866-558-4198
Email: kevin.howard@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

My Associate(s): Jessi Yzaquirre, Registered Client Associate

My Experience

2011 - Present : Wells Fargo Advisors, Financial Advisor
1991 - 2011 : Morgan Stanley, Financial Advisor

My Education & Credentials

Bachelor of Arts, Economics - University of California, Irvine
CFP Professional Education Program - College for Financial Planning
Fundamental Choice Portfolio Manager

My Areas of Focus

Education Funding & 529 Plans
Estate Planning Strategies
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AK, AZ, CA, CO, FL, KS, MD, MT, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA
Insurance licensed in the following states: CA (Lic. # 0A36532)
KEVIN HOWARD: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : IRVINE Branch