Jeffrey M. Holtcontact here
Jeff’s mission is to help his clients achieve their financial goals by providing 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 confidence 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 broad 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 30 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 an Investment Advisor Representative Financial Management Network, Inc.. He holds Series 7 (General Securities Representative Exam), 65 (Uniform Registered Investment Adviser Law Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities licenses and Life Health and Disability licenses.