Howard Schachter, MBA, CRPC, CRPS, AAMS

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 an eighteen year period. In 1999, Howard decided to launch his financial planning practice and since that time has established a meaningful business serving families, business owners, and executives alike. His unique path into practice, combined with his commitment to true financial advisement allows him to deliver an experienced level of insight and distinction to those he serves. He prides himself on the integrated approach he delivers that encompasses every aspect of his clients’ lives from college planning all the way through 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 a drive to resolve. He can provide the full-range of financial advisement services available in the marketplace today including retirement, business succession, estate planning strategies, investment and college planning services.

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 designations held by Howard include: Chartered Retirement Planning Counselor (CRPC^®), Accredited Asset Management Specialist (AAMS^®), Chartered Retired Plans Specialist (CRPS), MBA, and is a Certified Financial Divorce Specialist (CFDS™).

As a small business owner, Howard has owned and operated various companies over the years including a parking management firm and a medical equipment company. Howard embraces the community where he lives and works and has served in various leadership roles for civic organizations across 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 in addition to being 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.

Howard earned a Bachelors degree in Marketing from Central Connecticut State University and was the first individual in all of Connecticut to receive a certificate to teach Marketing and Distributive Education. He is a 25+ year resident of Orange, Connecticut and resides there with his wife and son.

Education: MBA from Central Connecticut with a focus on Finance