Steven M. Howell, CFP®, ChFC®    

Managing Partner

CERTIFIED FINANCIAL PLANNER™ professional

Creating Your Legacy™ 

Steve Howell is a CERTIFIED FINANCIAL PLANNER™ professional in the Atlanta, GA office of Equitable Advisors.  He makes the financial planning process an educational and interactive experience. Steve believes that clients do not have the time or desire to go through a 70 page financial analysis. He uses planning tools to break down the analytics and deliver guidance through a one-page approach, simplifying the investment process and empowering clients to better understand their financial future. Steve is the advisor of choice to his clients due to his integrity and client first approach. 

 

Steve began his career upon graduation from Texas A&M University in 1997 with a BBA in Finance and Accounting.  His career focus includes professional development and practice growth.  Steve continues to invest in his education as a commitment to his clients, and completed the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification in 2000 and the Chartered Financial Consultant (ChFC®) designation in 2014.  

 

Steve believes that all people are capable of great things and that he has a role in helping them reach their potential.  His passion is in coaching others to see their greatness within and increase fulfillment in their lives. He takes a personalized approach with each client to understand their values and the legacy they are creating. 

 

Community Involvement/Accomplishments:

  • Boys and Girls Club of Cobb County
  • Youth Baseball Coach  
  • GAMA and NAIFA - Member
  • Fort Worth Business Press, “40 Under 40”
  • Panther Club (under 35 group of the Boys and Girls Club of Fort Worth) - Founding Member 
  • Regional Big Brother of the Year – Big Brothers & Big Sisters of Tarrant Co.
  • Society of Financial Service Professionals – Past Board Member

 

Licenses and Designations held:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant - ChFC®
  • FINRA securities registrations:  Series 6, 7, 24, 53, 63, and 65
  • Life, Accident, Health, and Variable Insurance License
  • Awarded Retirement Benefits Specialist in Tax Sheltered Plans title by Equitable Advisors

 

Steve was born in Fort Worth, Texas and grew up in Arlington.  He makes his home in Roswell, GA with his wife and 3 children. He is active with the Boys and Girls Club of Cobb County, youth sports, and attends Mt. Bethel United Methodist Church.

Arkansas Insurance License #768059

California Insurance License #4224096

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC.  Paradigm Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's Initial and ongoing certification requirements.