Howard Jeffrey Spivack

Extensive experience in leading firms and their advisors in growing their businesses, building strategic and tactical financial and estate planning sales initiatives, recruiting and coaching Advisors and Clients, structuring and measuring firm-level wealth advisory efforts. 

Expert in retirement and benefits, tax, and investment planning. Worked closely with clients on retirement plans including 401(k) plans, qualified and non-qualified programs. Strong skill set providing advice and subject matter expertise. 

Achieved a Masters in Personal Financial Planning in 2011. Subject Matter Expert on several industry councils and advisory boards and served as a frequent presenter at numerous firm and industry functions. CFP Instructor for Temple University and industry via Kaplan since 2019. Have worked extensively with firms in training, development and coaching.

Authored a series of articles on planning-centric business practices for industry and internal publication. Published author as subject matter expert.

I have served a number of senior roles at firms committed to providing financial advice to clients.  I have had responsibilities on both buy and sell side of advice value-proposition, worked with corporate clients, advisors both individuals and teams as well as with clients themselves. I have extensive public speaking experience, but on stage and in boardroom.  I have taught planning contents to professionals as well as senior management, I have authored subject matter content for publication to both industry as well as public-facing. 

I achieved my Masters of Science in Personal Financial Planning with a concentration in Taxation.