Steve Howell is a CERTIFIED FINANCIAL PLANNER™ professional. He maintains offices in Atlanta, GA and Fort Worth, TX. 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 overview, simplifying the investment process and empowering clients to better understand their financial future. Steve believes he is the advisor of choice to his clients due to his integrity and client first approach. Steve is confident that all people are capable of great things and 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.
Steve began his career with AXA Advisors 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 has earned certification as a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 2000 and the Chartered Financial Consultant (ChFC®) designation in 2014. Steve is a Managing Partner with Paradigm Wealth Management.
Paradigm Wealth Management is a forward-thinking wealth advisory firm committed to providing personalized guidance while delivering on a unique client experience to individuals, families, and businesses both locally and around the country. Our mission is to bring our expertise, passion, and tailored process to every client relationship as we help them define and pursue a life of purpose. Our commitment to this mission is defined by three core principles: I. Collaborative Approach, II. Personalized Guidance, III. Lasting Relationships.
• Boys and Girls Club of Cobb County – Forner Board Member
• Youth Baseball Coach
• Regional Big Brother of the Year – Big Brothers & Big Sisters of Tarrant Co.
• Society of Financial Service Professionals – Former Board Member
Certifications, Registrations, and Licenses held:
• CERTIFIED FINANCIAL PLANNER™ professional
• Chartered Financial Consultant - ChFC®
• Retirement Benefits Specialist in Tax Sheltered Plans
• FINRA securities registrations: Series 6, 7, 24, 53, 63, and 65
• Life, Accident, Health, and Variable Insurance License
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 Mt. Bethel United Methodist Church.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.
CFP® and CERTIFIED FINANCIAL PLANNERTM 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.
Arkansas License # 768059
California Insurance License #4224096
Paradigm Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 4224096
Arkansas Insurance License #: 768059
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.