Howard D. Erman

Phone: (562) 546-6021 Toll Free: (866) 827-5469
Fax: (562) 596-6024

Howard prides himself on the level of relationships he builds and the research behind his financial advice.  The same strategies he suggests, he employs in investing for his family.  He understands the importance of security and trust involved in planning for your future.

Howard Erman is a Certified Financial Planner (CFP) and an Investment Advisor Representative and Branch Manager of Financial Network.  He is responsible for the overall direction and long-term vision of Erman Retirement Advisory, the program that handles the tactical asset management services for our advisory clients.

Howard is also a registered tax preparer with the California Tax Education Council (CTEC), and holds an insurance license in the State of California (CA Insurance License #0622453).  His advise on tax and estate planning comes from direct active practice, not only theory.  He received his undergraduate degree from the University of Illinois, his Master's degree from Duke University, and the Certified Financial Planner designation from the College for Financial Planning.  he is a member in good standing of the Financial Planning Association (FPA), the Accreditation Council for Accountancy & Taxation (ACAT), the International Foundation for Retirement Education (InFRE), and the California Society of Tax Consultants (CSTC).

Howard entered the financial service industry in 1982 and has built a clientele comprised mainly of individuals for whom preparing for, or transitioning to, retirement is a main goal.  He combines a total commitment to financial planning with the philosophy that the client's goals should always come first.  Working closely with a client, Mr. Erman designs a strategy that will help to more effectively work towards achieving financial goals. Maintaining a trusting relationship with the client is always a priority.