Holmquist Wealth Management
(888) 255-8558
660 Newport Center Drive Suite 470, Newport Beach, California, 92660
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
As a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®), my objective is to develop long-term financial advisory relationships that are unique to each and every client. Through the financial planning process - we help clients create and grow, protect and preserve, and plan for the transfer and distribution of their wealth. The steps in the financial planning process are to: (1) determine client goals and objectives; (2) gather pertinent data; (3) process and analyze this data to determine financial status; (4) develop and recommend a specific, comprehensive plan; (5) implement this tailor-made plan; and (6) monitor the plan over time and make adjustments as necessary.