Howard M. Borris, ChFC, CLU, President
Howard is a graduate of California State College at Northridge with degrees in Finance and Accounting, and has participated in various postgraduate tax, investment, and financial planning courses. He is a graduate of The American College’s course for Certified Financial Planners.
Mr. Borris holds various professional and Real Estate licenses as follow; California Community College Lifetime Teaching Credential in Banking and Finance, 1969, California Real Estate Broker, 1974, California Life Health and Disability Insurance Broker’s License, 1974, California Variable Annuities License, 1974, FINRA Series 7, Registered Representative License, 1986, FINRA Series 51, FINRA Series 24, Registered Securities Principal, 1986, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
From 1965 to 1969, Mr. Borris worked at various Public Accountancy firms in the Los Angeles area and was a Show Accountant at 20th Century-Fox Film Corporation. In 1969, he founded the present Business and Family Management practice that was incorporated in 1978. In 1986, Mr. Borris formed and became President of Greenbrier Diversified, Inc., a fully disclosed California and FINRA registered Broker-Dealer. From 1994 to 1998, Mr. Borris served as a member of the Board of Directors and the loan committee of Sterling Bank, and BSC Mortgage Corporation. Sterling Bank was sold to Pacific Bank and ultimately merged in City National Bank in 1999.
Over his career, Mr. Borris has participated in the negotiation of employment contracts, contracts for the acquisition of various businesses, the acquisition and placement of a variety of real estate parcels and loans secured by real estate, major tax planning situations and the construction and maintenance of millions of dollars of securities portfolios using Modern Portfolio Theory.
He is a member of the American Institute of CPA’s and the AICPA Personal Financial Planning Section.