Jovita Honor (CFP®, CIMA®, EA)

Jovita Honor focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments

Planning Specialties

When Jovita Honor saw family members having to depend financially on their grown children in their retirement years, she became interested in making a difference in the lives of hers and other families by providing guidance to help safeguard their financial futures. Today, as wealth advisor at Buckingham Strategic Wealth, she thrives in the continually-changing field of wealth management and enjoys using her problem solving and analytical skills to help her clients reach their goals.

For eight years, Jovita ran her own wealth advisory firm before joining Founders Financial Network and then eventually Buckingham in 2012.

Outside of the office, Jovita is invested in her community, actively involved in the Junior League of Palo Alto and the Vista Center for the Blind and Visually Impaired.

Jovita is a CERTIFIED FINANCIAL PLANNERTM professional. She holds the Enrolled Agent and Certified Investment Management Analyst® designations. She holds a bachelor’s degree in finance and real estate from the Haas School of Business at the University of California, Berkeley.

Additional Information

Jovita and her husband Alex have been married for 20 years.

NAPFA Start Date

November 21, 2003

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This Office

2445 Faber Pl Ste 250 Palo Alto, CA 94303-3355 Phone: (408) 366-8920