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Howard Spielberg - Senior Vice President, Senior Wealth Advisor

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Howard Spielberg

Howard Spielberg

Senior Vice President, Senior Wealth Advisor

Scottsdale, AZ

Howard combines analytical expertise and genuine motivation to help make complex financial decisions clearer and empower clients.
Office Locations Served
Professional Summary

With more than 25 years of experience in financial services, including leadership and business development roles, Howard works closely with families to help them make thoughtful, confident financial decisions. He aims to build relationships grounded in trust while guiding clients through life’s most important milestones, and believes that family, health, and financial well-being are deeply interconnected and essential to long-term fulfillment.  In California, Howard covers L.A. County, Ventura County, and Orange County.

Previous Work Highlights

Howard spent more than 20 years at Fidelity Investments, holding roles including Branch Leader – Biltmore, Regional Vice President – Managed Solutions, and Regional Brokerage Consultant. Earlier in his career, he worked at Charles Schwab as a Premier Trading Consultant and Active Trader Field Sales Consultant.

Personal Facts

Outside of work, he stays active and curious through tennis, skiing, and Brazilian Jiu-Jitsu. He also enjoys spending time with his family, cheering on his daughters in sports, building Legos, playing word games, traveling, coaching, and exploring new restaurants together.

Education & Certifications
  • B.S., Economics, Arizona State University
  • M.B.A., University of Arizona—Eller School of Management

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Howard Spielberg

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.