Qualifications
Lyman Howell, President of Regal Oak Financial, LLC, entered the financial services industry at UBS in 2005. At that time, he earned the Series 7 and Series 66 Designations and the Life and Health Insurance Licenses. He later worked with Merrill Lynch, then New York Life, and earned his CFP® designation in 2013. He has assisted clients with overall financial planning including investments, retirement, insurance, taxes*, and estate conservation.* He has assisted clients with investment portfolio construction and management. Lyman earned a BS in Chemical Engineering from Northwestern University and an MBA in Finance and Marketing from the University of Chicago.
* Regal Oak Financial, LLC with Lyman Howell as its representative does not give tax advice nor legal advice. Please consult your accountant and attorney on these matters. Lyman will work with your accountant for tax planning and your attorney for estate planning.