superagi_logo
Jovita Honor, CFP® CIMA®

Jovita Honor, CFP® CIMA®

linkedin_icon
Managing Partner @ Honor Family Office, LLC Managing Partner
email_icon
Email encrypt_section
call_icon
Phone Number encrypt_section

Education

education_icon_placeholder

University of California, Berkeley

B.S., Finance & Real Estate 1988-01-01 - 1992-01-01

Work Experience

experience_icon_placeholder

Honor Family Office, LLC

Current

Honor Family Office, LLC

experience_icon_placeholder

Buckingham Strategic Wealth

2012-09-01 - 2019-07-01

Buckingham Strategic Wealth

experience_icon_placeholder

Founders Financial Network

2011-02-01 - 2012-10-01

Founders Financial Network

experience_icon_placeholder

PRIA

2003-01-01 - 2011-02-01

PRIA

experience_icon_placeholder

Wade Financial Advisory

1997-12-01 - 2002-12-01

Wade Financial Advisory

Skills

Wealth Management Retirement Planning Investments Estate Planning Financial Advisory Investment Management Retirement Financial Services Wealth Risk Management Entrepreneurship Wealth Management Services Financial Planners Finance Management

Summary

Jovita R. Honor is an experienced wealth advisor who works with successful business executives to manage their personal financial lives. She has over 27 years experience in financial services, the majority as a financial planner and investment manager. Ms. Honor's comprehensive approach to personal wealth management draws on her broad expertise spanning taxation, investments, estate planning, stock options and real estate. Specialties: Personal Wealth Management. Focusing on the total well-being of individuals and family finances. *While endorsements are appreciated, per company policy, they cannot be displayed on Jovita’s profile.

Browse SuperAGI Directories
agi_contact_icon
People Search
1 2 3 4 5 ... 22732309
agi_company_icon
Company Search
1 2 3 4 5 ... 809223
AI Native CRM for Unified Sales, Support & Marketing Accelerate growth and streamline your entire stack with AI CRM Platform