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Howard M. Schulman, MAcc

Howard M. Schulman, MAcc

Financial Planner

Howard specializes in providing comprehensive financial planning for successful individuals, families and business owners. He works closely with his clients to inform, educate, and provide clarity, with specific emphasis in estate planning strategies, business succession planning, investment planning and retirement planning.

Howard joined Lincoln Financial Advisors in 2005. A member of the Society of Financial Services Professionals, he has extensive experience in the financial services industry. Before joining Lincoln, Howard was an accountant in the Audit Practice at both Arthur Andersen and Grant Thornton. He graduated from Miami University in 2002 with his Masters in Accountancy after receiving his Bachelor of Science in Business from Miami in 2001. Howard holds the FINRA Series 7 and 63 registrations and is Life and Health Insurance licensed in multiple states.

Howard works very closely with his business partner, Mark C. Schulman, MAcc who also happens to be his father. Mark has been a financial planner for 32 years and has instilled the importance of establishing long-term relationships with his clients by listening to their objectives and concerns and helping them towards their financial goals.