Howard Marchbanks is a CERTIFIED FINANCIAL PLANNER™ professional who began his career with Waddell & Reed in 1992. He graduated from California State University Fullerton with a BS in 1993. During his 26 years in the financial industry Howard has been called upon to help clients identify overall life goals. This includes sorting through the emotional aspects of money and the loss of family members. As clients age, long term care issues, efficient charitable gifting, and estate planning are topics that are being discussed often with him. Howard has the unique honor and satisfaction to have seen a generation of clients utilize his knowledge and wisdom, combined with the financial planning process, to pursue their long term personal goals.
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