Our Team
Excelcia Financial Group specializes in personal wealth management. Our knowledge, experience, and commitment to our clients enable us to deliver high quality financial planning and investment management advice along with outstanding service.
We take a collaborative approach to managing our clients assets. Every member of the Excelcia team is fully credentialed in many areas of financial services management, and each of us also has a specialty area of expertise.
We take our responsibility to every client seriously. Your wealth is your future. Our mission is to secure that future by delivering a high level of personal service and commitment.
|
ERIC HOWIE CFP®, CHFC®
Eric Howie is Excelcia Financial Group's president and founder. Mr. Howie leads the firm's development strategy and directs day-to-day operations. Prior to founding Excelcia, he served as president of Williams, Howie and Associates, a financial, estate, and investment advisory firm (a branch of Ameriprise Financial Services). Mr. Howie is a Certified Financial Planner and Chartered Financial Consultant®. His securities licenses include the Series 7 and 66, as well as holding
a CA Life Agent License, #0D22528.
|
| |
|
ALEXI HOWIE CFP®
Alexi Howie is a co-founder and primarily focuses on risk management for Excelcia Financial Group's clients. She has worked in the financial industry since 1997, serving as a senior financial planner for Williams, Howie and Associates (a branch of Ameriprise Financial Services) and working as a business development specialist for a financial planning software firm. She is a Certified Financial Planner and earned a B.A. in Finance and Management from San Jose State University. She holds a CA Life Agent License #0D29213.
|
| |
| |
|
ROCKY LIN
Rocky Lin leads Excelcia Financial Group's investment strategy. He is in charge of research, analysis, and client portfolio recommendations. Mr. Lin serves as the firm's primary mutual fund, managed account, and stock analyst, and he also focuses on identifying attractive investments and market sectors. He received a B.A. in Business Economics from the University of California, Santa Barbara. His securities licenses include the Series 7 and 66, as well as holding a CA Life Agent License #0E17969
|
| |
| |
|
|
TONY HAN
Tony Han is Excelcia Financial Group's operations specialist. Mr. Han assists the staff in a broad variety of areas, including client data management, information systems, client communications, and other administrative responsibilities.
|
| |
Return to Top |
|
