Verified recordFinancial Services

Howard Hook

Principal and Senior Wealth Advisor at Access Wealth

Based in Princeton, United States

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Seniority

Director

Department

Finance & Accounting

Location

Princeton

Industry

Financial Services

Company size

15

Contact information

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Email

1 credit

h•••••••@access-wealth.com

Phone

5 credits

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Background

About Howard Hook

I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, and Chartered Advisor in Philanthropy, with over three decades of experience in the financial advisory field. As a Principal and Senior Wealth Advisor at EKS Associates and Access Wealth, I am committed to delivering unbiased guidance that prioritizes my clients' best interests and is tailored to their individual needs and aspirations. I firmly believe that our work has a profound impact on the lives of our clients. Through meaningful conversations, we explore their personal and financial goals, ensuring that our strategies align with their aspirations beyond mere portfolio performance. Ultimately, true success is measured not by financial metrics alone but by the fulfillment derived from leading a purposeful life. My dedication extends beyond financial planning to supporting charitable causes and assisting clients in maximizing their philanthropic efforts by identifying optimal giving strategies. Additionally, I invest significant time in volunteer work, writing, and educational initiatives to empower others in their financial journeys. My client base is diverse, encompassing professionals from various fields, including doctors, educators, scientists, and individuals navigating life transitions such as newfound independence or retirement. Despite their varied backgrounds, they share a common goal: to comprehensively evaluate their financial landscapes and construct actionable plans that foster wealth growth and protection, leading them toward financial independence.

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