Alexis Howard
Client Service Manager



B.S. Business Management; Spanish Minor, San Francisco State University; FINRA Series 65 license


Business Activities:

Alexis is responsible for assisting clients in creating accounts, transferring funds, maintaining correspondence, and ensuring clients are aware of their statutory needs. Alexis worked in a social impact wealth management firm and she also continues her role as a personal finance educator for Financially Brave LLC.

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Emery Bay Center 

6425 Christie Avenue, Suite 290

Emeryville, CA 94608