Howard Schachter was initially licensed to practice in the financial services industry in 1977. His initial professional career, however, was launched as an entrepreneur who built, owned, operated and sold various successful businesses over eighteen years. In 1999, Howard decided to launch his financial planning practice and, since that time, has established a meaningful company serving families, business owners, and executives alike. His unique path into practice and commitment to accurate financial advisement allows him to deliver an experienced insight and distinction to those he serves. He prides himself on the integrated approach he provides that encompasses every aspect of his clients' lives, from college planning to retirement and estate objectives. Howard specializes in working with small business owners and their families, as their unique financial challenges are ones he knows well and has the drive to resolve. He can provide the full range of financial advisement services available today, including retirement, business succession, estate planning strategies, and investments.
Howard also believes in the importance of continuing education and has earned numerous professional designations within the industry. He holds a Certificate in Financial Planning from Quinnipiac University. Additional assignments held by Howard include Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), Chartered Retired Plans Specialist (CRPS) Certified.
Howard embraces the community where he lives and works and has served in various leadership roles for civic organizations across the Orange, Connecticut, area where he resides. He served as the Pack Committee Chairman for Turkey Hill School's Cub Scouts, the Centennial President of the Orange Rotary Club, and on the board of directors of the Middletown CT Rotary and a Paul Harris Fellow. He is a past Board Member of Marrakech, Inc. and the Amity Regional School District. He is also a past President of The Probus Club of West Haven, Orange, & Milford and was previously the Republican Town Chairman in Orange, CT. As a small business owner, Howard has owned and operated various companies, including a parking management firm and a medical equipment company.
Howard earned a bachelor's degree in Marketing from Central Connecticut State University and was the first in all of Connecticut to receive a certificate to teach Marketing and Distributive Education. He continued his education with an MBA from Central Connecticut with a focus on Finance. He is a 25+ year resident of Orange, Connecticut, and resides there with his wife and son.