209 S. LaSalle St., Suite 1200
Chicago, IL 60604
Howard Kavinsky is a Financial Advisor who develops strategies seeking to maximize his clients’ wealth potential while preserving asset value from market, inflation, and taxation risk. He also helps to develop efficient, tax-advantaged wealth distribution strategies to help ensure his clients’ short and long-term financial stability.
Howard has over 20 years’ of advising and consulting experience. Armed with bachelors and masters degrees in engineering and an MBA in finance, he’s advised CFOs of small/mid-size manufacturing firms on financial restructuring, market expansion, and investment initiatives. Howard now positions himself as his clients’ CFO by putting his wealth creation, preservation and distribution knowledge to work for their potential benefit. The reason Howard chose to work in the Financial Services industry is his overarching belief in providing the information and experience people are looking for to help secure their financial futures.
Howard’s approach is highly tailored with each strategy reflecting a comprehensive understanding of his client’s financial and lifestyle goals. He seeks to ensure that many aspects of a client’s financial landscape are taken into consideration prior to strategy implementation.
Howard’s highly personalized service, deep experience, and accessibility are paramount to winning his clients’ trust and to the success of his practice.
|Education||MBA, Strategy, Finance, University of Illinois - College of Business|
MS, Product Development/Engineering, Illinois Institute of Technology
BS, Engineering, University of Illinois
|Credentials & Licenses||Series 7, 63, 65, 31 FINRA licensed and also holds Life Insurance and Variable licenses.|