Howard V. Kibrick, CFP®
“I am a Certified Financial Planner® who is passionate about building long lasting relationships while guiding my clients to their goals. I manage my client assets, dreams and aspirations while keeping in mind your unique beliefs of financial matters. I will take a comprehensive and compassionate approach with you, listening to what you hope to accomplish while understanding your personal vision. Listening to you is what I do best, which allows me to know who you are as a person. With the use of my multi-disciplinary talents, we will build a legacy that can last generations to come.”
Howard joined Halliday Financial in 2007 and currently serves as a CERTIFIED FINANCIAL PLANNER™ and Regional Vice President. Additionally, Howard has trained advisors who are new to the industry or to the company and at times served as a Registered Principal.
Howard thrives on working with clients, guiding them to their personal goals and vision through strong communication. Howard has the ability to listen to what people’s needs are, and to develop a plan around them. Because of this strength, he is able to effectively gain clients’ trust and build long lasting, strong relationships. Howard’s mission is to allow clients to feel comfortable with the financial planning process.
Although he has worked with many individuals and families, Howard also manages several employer-sponsored plans. Retirement and education planning are two of Howard’s areas of focus. He also manages investment portfolios while finding ways to protect one’s wealth.
In 2012, Howard received Halliday Financial’s Founders Award, recognizing him for his commitment and dedication to the firm.
Background and education:
Howard holds a bachelor’s degree from Cornell University and a master’s degree from Rutgers University. He holds his Series 7, 24, and 63 securities licenses, as well his New York State Life, Accident, and Health Insurance license. Howard holds the CFP® designation, a highly regarded accomplishment within the Financial Services industry.
After beginning his now 20 year plus career in financial services as Financial Advisor at Waddell & Reed, Howard then spent many years with First Niagara Bank and its predecessor banks. Prior to entering the Financial Services industry, Howard began his work as a Certified Social Worker, providing counseling services to individuals and families.
Howard is currently a board member for the Albany Barn, a not-for-profit organization providing a sustainable creative arts incubator and community arts center for local artists. In addition, he is an active member with the Financial Planning Association of Northeastern NY, as a participant of both the Advocacy and Pro Bono committees. Howard is also the past President of the Business Referral Network Group, and past President of the Cornell Club of the Greater Capital District, where he is currently serving as the Scholarship Co-Chair.
Howard was also invited to be a part of the Leadership Tech Valley Class of 2014, and recently completed three years as a member of its steering committee, enabling him to participate with the next class of area leaders.
Howard lives in Albany with his wife Christine and daughter Olivia. He enjoys traveling, photography, and is an avid music enthusiast.