Howard Hook, CFP®, CPA

Principal and Sr. Wealth Advisor

“People come to me with big questions: ‘Can I retire?’ ‘What will my divorce mean for me financially?’ ‘What is the best way for me to give to charity?’ 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 is a principal and senior wealth advisor with Access Wealth and its affiliate EKS Associates. A Certified Financial Planner™ professional and Certified Public Accountant, he has more than 30 years of experience in the financial advisory world.

His independent approach to comprehensive financial planning provides clients with confidence that all recommendations are in their best interest, free from conflict, and tailored to meet their needs and goals. His planning style is unique, incorporating considerable time for client education, as he believes understanding the approach makes a profound difference in clients’ lives.

In addition, Howard is passionate about supporting charitable causes and helping clients to fulfill their desires to give back. He helps clients determine how much they can afford to give, the best ways to give, and the best time to give.

Howard is recognized as a Five Star Professional Wealth Manager (2016, 2017, 2018, 2019) and is repeatedly included in Medical Economics magazine’s “Financial Advisors for Doctors” listing.

Writing and Speaking Accomplishments

  • Regular contributor to, syndicated through and The Star-Ledger
  • Contributor to New York Daily News “Daily Views” online column
  • Interviewed by The Wall Street Journal, The New York Times, Fortune, New York Post, Newsday, Huffington Post, Financial Advisor, Money, and more
  • Featured on New York 1 Money Matters, WABC Radio,,,, and
  • Guest speaker at William Paterson University Student Chapter of the Financial Planning Association
  • Former contributor to The Star-Ledger’s “Get with the Plan” and “Biz Brain” financial columns before they were retired
  • Two-time panelist and breakout speaker at The Star-Ledger’s Annual Road to Personal Wealth Conference

Community Involvement

  • Sits on the Board of Directors of HomeCare Options, a home health agency in Passaic County
  • Teaches a variety of financial planning and investment courses at Princeton Adult School throughout the year
  • Member of the Finance Committee of Shomrei Torah Synagogue in Wayne
  • Formerly served as Treasurer and Vice President of Finance and Fundraising of Shomrei Torah Synagogue

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

Recent Articles

How to Donate and Still Benefit

Howard Hook - Mar 06, 2019