Brett Howard is a seasoned financial advisor with over 23 years of experience and currently serves as CEO and Wealth Advisor at Apex Private Wealth Advisors. A native of Sonoma County, Brett attended California State University, Chico, and now resides in Petaluma, California. He is a devoted father to two teenage children, Callie and Brody, who remain at the center of his personal and professional life.
Brett began his career in financial services in private banking, where he developed a strong foundation in personal banking, credit, and risk management. This experience laid the groundwork for his transition into wealth advisory, where he now focuses on financial planning, multi-generational wealth management, and complex financial strategies for high-net-worth families. Through Apex Private Wealth Advisors, Brett and his team also work closely with family offices and private foundations, providing coordinated investment oversight, governance support, and long-term planning aligned with each organization’s mission and values.
Brett holds the AAMS, APMA, CRPC, and CTFA professional designations, reflecting his broad expertise across investment management, retirement planning, trust and estate considerations, and fiduciary responsibilities.
What most motivates Brett is delivering proactive, highly personalized advice that empowers clients to make confident, informed decisions. He places a strong emphasis on building long-term relationships rooted in trust, clarity, and deep understanding. His approach combines thoughtful engagement, rigorous analysis, customized solutions, and ongoing communication—ensuring each financial plan aligns with both the practical needs and personal aspirations of the clients and families he serves.
Outside of the office, Brett enjoys golf, fly fishing, and—most importantly—being an active and engaged dad, supporting his children’s academic, athletic, and personal growth.
Brett’s dedication to excellence has been consistently recognized, earning him Ameriprise’s Circle of Success distinction every year since launching his own practice nine years ago. His leadership philosophy ensures that every client interaction is welcoming, transparent, and thorough—setting the foundation for lasting and successful financial partnerships.
