Lyman Howard

Lyman Howard

CFA, CFP®
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Advisor Details

Contact Advisor
Company
Partner at Point Bonita Wealth Advisors LLC
Address
220 Sansome Street 6th Floor
San Francisco CA, 94104
Phone
(415) 306-2364
Website
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About Lyman

Having seen behind the curtain of the securities industry, I think common sense trumps complexity.

We prepare a financial plan and manage investments for individuals with $500,000 in investment assets based upon each client's personal financial situation. Every client works directly with the owners of our firm. Our philosophy is transparency and simplicity, concepts we have adopted in response to our prior experience in the securities and fund industries. We seek to deliver a high level of personalized service.

Education

  • MBA, General Business, Oklahoma City University
  • BA, Political Science, University of California, Los Angeles (UCLA)

Certifications

Registrations
Designations
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Tips from Lyman

Lyman's videos

  • Tell me about your experience in the Navy
  • How did you get into financial advising?
  • What are common financial procrastinations?

Lyman in the news

Typical Clients & Fee Structure

Typical Clients

Sudden wealth
Young couples
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.