Tricia Howard

Trica joined GoldBook Financial in June 2026 as a Financial Advisor and is based in our Costa Mesa, CA office.

With more than two decades of experience in executive leadership, business development, and relationship management, Tricia transitioned into the financial services industry. This new chapter enables her to pursue her passion: helping individuals navigate life decisions with the guidance and support of a trusted partner.

She is focused on working with individuals, families, and business owners to build personalized strategies that help protect what matters most, grow long-term wealth, and prepare for the future with greater confidence. Whether the discussion is around life insurance, financial planning, wealth management, or employee benefits, every conversation begins with understanding the goals of her client.

Prior to joining GoldBook, Tricia started her financial services industry career as a financial advisor with California Wealth Transitions. Tricia was the president and founder of SWT Enterprises and held various leadership roles at Nelson Connects.

Tricia earned a bachelor’s degree in psychology from UC Irvine where she played Division I Women’s Tennis.

She holds FINRA Series 7 & 66 and is life, accident and health licensed.

CA Insurance License #4483444