HOLMQUIST WEALTH MANAGEMENT - Key Persons

Having satisfied all of the education, examination, experience and ethics requirements, the Certified Financial Planner Board of Standards, Inc. awarded me the Certified Financial Planner (CFP®) professional designation in June 2005. Then in May of 2006, I earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. My formal education also includes a Bachelor of Science degree in Business Administration - Finance from Valparaiso University (1982) and an M.B.A. from Pepperdine University (1998). Holding Series 7 and 66 registrations and insurance licenses, I am able to provide financial and advisory services in multiple states. My professional career also includes more than thirty years in corporate banking and finance. Residing in Orange County California, I've been married for more than thirty-five years, have three children, and like to ski (alpine), golf and travel.