CALIFORNIA CONSUMER

With over 20 years of financial services expertise, I am excited to work with clients in the areas of retirement planning, tax planning, estate planning, and wealth transfer strategies. In addition to being a Certified Financial Planner™, I have also obtained certification as a Certified Divorce Financial Analyst, allowing me to partner with clients during unique financial situations. My goal is to work closely with clients to develop an outline that aligns with their goals while maximizing their financial position... Through an initial consultation and careful consideration of monetary objectives, I am able to walk clients through the steps necessary to pursue their financial targets. My clients know that I will be with them from start to finish - something that can make a significant impact for the long term. If you are experiencing a financial challenge or simply want to review your financial situation, please contact me... Amy R. Holewa is a financial advisor specializing in..

Primary location: Maple Grove United States