Financial Management Network, Inc. --- Creating and Managing Wealth |
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Jeffrey M. Holt
Phone: (949) 455-0300 Business Bio“The advisor-client relationship is a partnership of trust” Jeff’s mission is to help his clients achieve their financial goals by providing objective, personal advice they can trust. He offers a financial planning process that is focused on individual values, goals and resources. As a result of this process, clients find clarity, resolve and peace of mind regarding their financial futures. “I am able to truly have a positive impact on people’s lives. Because I work with clients on a cross-disciplinary basis, they feel much more confident in their overall situation” Jeff offers comprehensive financial planning services as well as a full range of financial products and services to help clients reach their financial goals. He works with a team of financial advisors, portfolio managers and support staff to assist clients with every aspect of their financial needs, including: retirement planning - investment planning - portfolio management - cash flow planning tax planning - estate planning - insurance planning - business planning - education funding. “By designing an investment plan in the context of a well thought out financial plan we are able to shield clients from the emotions of short term market volatility while keeping a steady eye on our long term objectives.” Jeff has more than 27 years experience in the financial services industry, beginning his career in 1984 as a stockbroker with Merrill Lynch. In 1988 Jeff was recruited by Smith Barney and became a Senior Vice President and member of the Chairman’s Councilbefore starting his own Registered Investment Advisory firm in 2004. He joined Financial Management Network in 2009 because of its excellent reputation and commitment to provide the best in financial planning and wealth management services. “FMN is a premier independent financial planning and wealth management firm and I am thrilled to be here.” Jeff studied Economics at UCLA and earned his Bachelor of Science from California State University, Long Beach with a major in Business Administration. He also received his Masters degree in Biblical and Theological Studies from Biola University. Jeff is a Registered Representative of FMN Capital Corporation and a Registered Investment Advisory Representative of Financial Management Network, Inc.. He holds Series 7, 65 and 66 securities licenses and Life Health and Disability licenses. Personal BioJeff was born and raised in Southern California and currently lives in Ladera Ranch with his wife LeeAnn and his three children Joshua, Elisabeth and Olivia. He enjoys spending time with family and friends, golfing, exercise and sports. Jeff and his family are active members of Christ Community Church in Laguna Hills. Recommended ArticlesPlease click the Title Below for Articles: Retirement Income - The Transition Into Retirement Financial Planning - Helping You See the Big Picture The Benefits of Tax-Advantaged Savings Vehicles
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26041 Acero Phone: (949) 455-0300 |
Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC). Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI. The information you submit on the calculator pages may not be secure. Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
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