Meet Howard

Howard is a Corporate Vice President and Financial Planning Specialist with Eagle Strategies, a subsidiary of New York Life, and is responsible for supporting Eagle's advisors with financial planning case development, coaching, and planning best practices. Prior to joining Eagle Strategies in 2014, Howard worked as Director of the Case Consulting unit in MetLife's financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions. He established critical metrics for both his team and the financial planning department as a whole, including plan implementation. Howard has created over 1,000 financial plans in his career and has been actively involved with the training of advisors and staff with a particular focus on transitioning to a holistic planning practice as well as establishing best practices and efficiencies to streamline the planning process. Howard earned a BA in English from Ithaca College. Howard has been a CFP® charterholder since 1996 and is an active member of the Financial Planning Organization (FPO).