Howard M. Hafetz, CLU, CHFC

President
CA Lic. No. 0664469

Howard graduated from Penn State University in 1974, with a BS Degree in Marketing, He obtained his Chartered Financial Consultant, and Chartered Life Underwriter designations from The American College, in 1987.

Mr. Hafetz is a 31-year veteran of the financial service industry.

He has held various executive and management positions in the Financial Industry including;

General Agent, National Sales Manager, Assistant Vice President, Regional Training Manager, and Director of Recruiting, Branch Manager, and Sales Manager.

These positions were held in such prestigious firms as;

  • Mutual of New York
  • John Hancock
  • American Express
  • National Life of Vermont
  • New England Financial
  • Bankers Life

Howard now focuses his practice on working with retired or soon to be, retired individuals, on capital preservation, income planning, and estate planning.

He has his California Life Insurance license, and multiple securities registrations, including; series, 6,7,22,63 & 65.

Howard lives in Redondo Beach, California, is married, and has one son, who is a recent graduate of Berkley College of Music.