Skip to main content
Howard Meyerson

As a wealth advisor, Howard adheres to a disciplined process that delivers a consistent yet customized wealth management experience. He focuses on serving retirees, families, business executives and C-suite executives by specializing in:

  • Investment and portfolio management
  • Retirement planning
  • Long Term care planning

With over 40 years of experience in the financial services industry, Howard, as they say, “has seen it all.” He is a Chartered Retirement Planning Counselor (CRPC®) and has his Certification For Long-Term Care (CLTC®)

Howard is a Southern California native, with the last 2.5 years in San Diego. Some of Howard’s passions include hiking Torrey Pines Beach, wine, golf, cooking and the gym. He is a longtime supporter of the Jimmy V Foundation for cancer research.

Howard Meyerson is a Financial Advisor with, and securities and advisory services offered through LPL Financial, as well as life, health, annuity and long-term care licenses (California Insurance License #0A54244)