Thomas Howard, CFP®, EA
Wealth Manager
Thomas serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Thomas offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as the Director of Financial Planning at a Bay Area registered investment advisor, where he specialized in crafting and implementing detailed financial plans, optimizing tax strategies, and conducting comprehensive portfolio reviews.
Thomas holds a Bachelor of Science degree in accounting and business administration and a Master of Business Administration degree from the University of Kansas. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.
Outside of work, Thomas and his wife, Shelly, love traveling, catching a great movie and making memories with their four children: Andrew, Lindsay, Natalie and Tyler. Whether it’s a family adventure or a cozy night in, time together is what they value most.
Articles by Thomas Howard, CFP®, EA
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