Howard Gershkowitz brings more than three decades of experience in wealth management to his role as Senior Wealth Manager at Allwealth Planning. He began his career at Merrill Lynch in 1984 as a broker and advanced to Financial Manager before transitioning to roles as a Registered Representative, Principal, and Compliance Officer. In 2007, Howard returned to working directly with clients, a focus he has maintained through industry transitions at MetLife, MassMutual, and now as part of Cetera’s independent platform.
Howard is FINRA registered with the Series 7, 9, 10, 24, and 66, and has qualified for several Leaders Conferences in recognition of his professional success. He earned his Bachelor of Science in Mechanical Engineering from Fairleigh Dickinson University in Teaneck, NJ.
With a focus on retirement planning and investment strategies, Howard finds the greatest reward in helping clients grow their wealth and prepare for financial independence. His long tenure in the industry has given him a unique perspective on market cycles, planning opportunities, and the value of steady, disciplined guidance. For Howard, success means helping others achieve a confident and comfortable retirement.