Howard Erman
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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 PLANNERâ„¢
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
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Certain services provided on an educational and guidance basis only.