Schedule time with me BIO The Community Economic Development Clinic, based out of Albany Law…
Howard joined Halliday Financial in 2007 and currently serves as a CERTIFIED FINANCIAL PLANNER™ and Regional Vice President. Additionally, Howard has trained advisors who are new to the industry or to the company and at times served as a Registered Principal. Howard holds a bachelor’s degree from Cornell University and a master’s degree from Rutgers University. He holds his Series 7, 24, and 63 securities licenses, as well his New York State Life, Accident, and Health Insurance license. Howard holds the CFP® designation, a highly regarded accomplishment within the Financial Services industry. After beginning his now 20 year plus career in financial services as Financial Advisor at Waddell & Reed, Howard then spent many years with First Niagara Bank and its predecessor banks. Prior to entering the Financial Services industry, Howard began his work as a Certified Social Worker, providing counseling services to individuals and families. He is an active member with the Financial Planning Association of Northeastern NY, as a participant of both the Advocacy and Pro Bono committees. Howard is also the past President of the Business Referral Network Group, and past President of the Cornell Club of the Greater Capital District, where he is currently serving as the Scholarship Co-Chair.
AREAS OF EXPERTISE
1) Financial Planning
2) Financial Literacy
3) Retirement Services
4) Investment Management
5) Insurance & Protection
Q. & A.
Q: What do you hope to gain from serving as a Professional Development Expert with The Barn?
A: To provide information and guidance on both short term budgeting under an individual’s current circumstances and long term financial planning & literacy
Howard Kibrick (LinkedIn)