About My Practice
Point Bonita Wealth Advisors LLC assists individuals and families with fee only financial planning and investment management. We are an independent practice and charge an advisory fee for service. Please visit our website at http://www.pointbonitawealth.com to learn more.
Lyman D. Howard CFA CFP® comes from the fixed income markets, where for 11 years he sourced bonds for a variety of professional investors, including insurance companies, mutual funds, pension funds, and high net worth investment managers. His intimate knowledge of corporate, government, municipal and high yield bonds and long experience consulting daily with professional portfolio managers allows Point Bonita Wealth Advisors LLC to better choose the most suitable funds for the individual needs of each client. Lyman graduated with a B.A. in Political Science from UCLA and completed his M.B.A. at Oklahoma City University. He served as an officer on US Navy Strategic Communications aircraft prior to joining the institutional trading desks of Sutro & Co, Dain Rauscher, RBC Capital Markets, and most recently Wedbush Securities, an independent California investment bank. Lyman wanted to transfer his enthusiasm for the financial markets and long term trust relationships to the personal investor level by forming Point Bonita Wealth Advisors LLC with Jim Mitchell in 2012. He and his wife live in the Bay Area.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
Considerations: Providing ongoing Investment Management and Financial Planning services
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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