Alexis Howard

Client Service Manager

Education:

B.S. Business Management; Spanish Minor, San Francisco State University; FINRA Series 65 license

Business Activities:

Alexis is responsible for assisting clients in creating accounts, transferring funds, maintaining correspondence, and ensuring clients are aware of their statutory needs. Alexis worked in a social impact wealth management firm and she also continues her role as a personal finance educator for Financially Brave LLC.