HOWARD BARTO, ChFC, LUTCF, MSFS
Howard entered the insurance and financial planning profession in 1973 and holds an M.S. in Financial Services from The American College, Bryn Mawr, PA. He is also a graduate (B.A.) of the University of California, Riverside. Howard is certified as a Chartered Financial Consultant, and is a Registered Representative and Investment Advisor Representative with Ameritas Investment Corp. He has been associated with David White & Associates, a full-service financial services firm in Danville, CA since 1971.
Howard focuses on working with Business Owners and Professionals by assisting them in developing strategies for their personal financial planning dilemmas. He has also developed programs for members of the California Judges Association and has worked closely with the members of California’s Judiciary since 1992 as their exclusive broker and planner.
Howard is a continuous member of the Million Dollar Round Table, an international organization of financial service professionals, and has achieved Life Membership status.
Howard is married to Monica, and they have one daughter, Rose.