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“People come to me with big questions - ‘Can I retire?’ or ‘I’m getting divorced, what does that mean for me financially?’ or ‘My spouse died and I didn’t handle the finances, what do I do?’ The only way to help is to address these issues from all angles – investments won’t do it alone; tax planning won’t do it alone. It all needs to be incorporated into a plan that has a proven process behind it. It also has to be something the client understands and trusts."

 

 

Howard Hook, CFP®, CPA®

Partner
Howard is a partner and fee-only Certified Financial Planner and Certified Public Accountant with EKS Associates and its affiliate, Access Wealth Planning, LLC. His fee-only approach to comprehensive financial planning provides clients with confidence that all recommendations are in their best interests and free from conflict.  
 
Tackling challenges that require strategic thinking, creative solutions and client education is Howard’s favorite thing to do. He knows spending time with clients to better understand their life goals makes a profound difference in both the plan and the results, and they can attest to his passion. His client base includes doctors, scientists, educators, singles and business professionals, but regardless of their profession or marital status, all appreciate his proactive planning style, hands-on approach, and willingness to explain things in a way that makes sense.
 
Notable Accomplishments
  • Recognized as a FIVE STAR Wealth Manager (multi-year winner)
  • Included in Medical Economics magazine's "Financial Advisors for Doctors" special supplement every year since 2010
  • Weekly contributor to the New York Daily News "Daily Views" column
  • Regular contributor to NJMoneyHelp.com.
 
Writing and Speaking Credits


 

  • Featured on WABC radio, News 12 New Jersey, CNN.com, TimeMagazine.com, FoxBusiness.com, TheStreet.com, Princeton TV's Only Seniors show, and The Home and Family Finance Show on Radio America;
  • Appeared in the New York Daily NewsThe Wall Street JournalThe New York TimesNew York PostNewsdayHuffington PostChicago TribuneMoney magazine, and Fortune magazine, among others;
  • Prior to The Star Ledger retiring its popular Q&A business columns, "Ask the Biz Brain" and "Get With The Plan," Howard was frequently quoted and asked to lend his expertise.

Community Involvement

  • Teaches a variety of financial planning and investment courses at the Princeton Adult School;
  • Serves as Vice President of Finance and Fundraising for Shomrei Torah Synagogue in Wayne and sits on the Executive Committee;
  • Volunteered at the FPA's "Philadelphia Financial Planning Day" and "Senior Day," hosted by the Princeton Senior Resource Center;
  • Spoke at The Star Ledger's Annual Road to Personal Wealth Conference in 2011, 2013 and 2014;
  • Taught students who are studying for the CFP® exam in the course area of taxation; and
  • Speaks at area universities and to not-for-profit organizations.


Howard is a member of the Financial Planning Association and the Princeton Regional Chamber of Commerce. He earned his Bachelor of Science degree in Accounting from Binghamton University, and later received his CFP® designation from the College for Financial Planning in Denver, Colorado.