Howard Kibrick, CFP®
Rutgers University
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Howard Kibrick, CFP(r) is a highly experienced financial professional with 27.1 years of work experience. He specializes in retirement planning, investments, mutual funds, series 7, and portfolio management. Based in the United States, Howard has worked at Halliday Financial as a CERTIFIED FINANCIAL PLANNER and Regional Vice President. He has a strong background in financial advisory and has held various positions in the industry. Howard's expertise and knowledge make him a valuable asset in the field of investment and insurance.
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About
Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Halliday Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
...See MoreWork Experience
certified financial planner™ and regional vice president
Investment Management
Howard Kibrick, CFP®'s Professional Milestones
- Financial Advisor (1996-10-01~1998-04-01): Guided clients in identifying financial resources, ensuring they are able to secure their future financial goals.
- certified financial planner™ and regional vice president (2007-06-01~): Implementing strategic financial planning initiatives to drive profitability and optimize regional operations.
Education
Masters
1987-1989Skill
Retirement Planning
Investments
Mutual Funds
Series 7
Portfolio Management
Estate Planning
Financial Planning
Strategic Financial Planning
Retirement
Insurance
401k
Series 63
Asset Management
Asset Allocation
Financial Analysis
Wealth Management
Securities
Fixed Annuities
Investment Advisory
Iras
Financial Modeling
Risk Management
Certification
Colleagues
James Werner
vice president certified financial planner tm at halliday financial
Michael F. Fleming, Esq.
senior vice president at halliday financial group
Gary Lofgren
Senior Vice President
Rodrigo Esperon
Vice President
Susan Phillips
senior vice president financial advisor at halliday financial
Other Named Howard Kibrick, CFP®
Frequently asked questions
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Howard Kibrick, CFP®'s social media include: Linkedin,
Howard Kibrick, CFP® works for Halliday Financial
Howard Kibrick, CFP®'s role in Halliday Financial is certified financial planner™ and regional vice president
Howard Kibrick, CFP® works in the industry of Investment Management
Howard Kibrick, CFP®'s colleagues are James Werner,Michael F. Fleming, Esq.,Gary Lofgren
Howard Kibrick, CFP®'s latest job experience is certified financial planner™ and regional vice president at Halliday Financial
Howard Kibrick, CFP®'s latest education in Rutgers University