Howard Gershman

About Howard Gershman

I wasn’t born into wealth. I didn’t study finance in college.I was just a middle-class guy doing what I thought was right—working hard, trusting the system, trying to make smart money moves.Then I realized most of the advice I’d followed… was flat-out wrong.That moment changed everything. I dove in, learned how money really works, and with help from people I trust, committed to helping other families avoid the same fate.If you’re like I was (and like many of the couples and families I serve today), you’re working hard, raising kids, and trying to make smart financial choices… but something’s off.Maybe the income’s there, but the progress isn’t.Maybe you’ve got goals, but no real plan.Maybe you’re just tired of feeling like you should know more by now.You’re not alone. And you’re not doing anything wrong.Industry research confirms what many people already feel: most financial coaches and advisors come off like used car salesmen—“just trying to get their hands on your money.” Some even say, “They’re all a bunch of Darth Vaders working for the Evil Empire.”Sadly, for 95% of hard-working people like you and me, that’s the only kind of experience they’ve had.Meanwhile, most wealthy people do have a financial coach. Not because they’re rich, but because they got good advice at the right time.That’s where I can help.I work with couples and families who want to do better with what they’ve got. Whether it’s getting out of debt, finally saving for retirement, or just figuring out where the money’s going each month, I help take the guesswork out of the financial side of life.And for my strategic partners—insurance pros, CPAs, realtors, and attorneys—I support their clients with clear guidance, without pressure. I educate, not pitch. I partner, not poach.If you care about your clients the way I care about mine, we’re probably going to get along just fine.Let’s talk about how we can help more families feel confident about their future. Let’s connect—I’d love to hear your story.Howard

Experience

1. Regional Leader

   Primerica

   Mar 2003 — Present

   Primerica is the largest independent financial services marketing organization in North America, serving middle-income households in the U.S, Canada and the territories of Puerto Rico and Guam. Primerica\'s core operations focus on the distribution of term life insurance and mutual funds & annuities through PFS Investments, Our mission is to help families become properly protected, debt free, and financially independent, Primerica is a Main Street company for Main Street families. Contact our office today for more information about how we can help you. h••••••••@gmail.com

Education

• Temple University

  Bachelor of Science (BS)