Alexis Howard, CFP^®

Designations and Licenses

Alexis is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Alexis provides clients with comprehensive wealth management and financial planning services to individuals and families, helping them build their financial confidence and achieve their long-term goals.

Prior to joining Mariner, Alexis began her career at a social impact wealth management firm in San Francisco. She also worked in both client service and advisory roles at Savant Investment Group, where she managed client relationships and delivered personalized financial advice.

Alexis holds a bachelor’s degree in business management with a minor in Spanish from San Francisco State University.

Personal Interests

Away from the office, Alexis enjoys lakeside walks, reading, traveling and spending time with her spirited poodle, Barry.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.