Justin Holtz, Cfp® Email & Phone Number

I help families make informed financial decisions and build wealth.➙ Looking for a common sense and thoughtful financial planning approach for your family➙ Interested in an informed second opinion on your personal financial situation & investment strategy.➙ In a transitional phase, such as career change, approaching retirement, divorce, or widowhood.➙ A business owner looking to plan for benefits and continuity.➙ A CPA, Attorney, or Real Estate Professional interested in providing a valuable resource for your clients.We provide a full offering of services to include:☆ Portfolio Management☆ Personal financial planning☆ Retirement planning☆ Managing riskWhen I’m not working:I enjoy being in the great outdoors; hiking, running, and wine country. I support the local business community and believe in environmental conservation. I live with my wife and two kids in Purcellville, Virginia.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Retirement Planning, Wealth Management, Financial Planning, Retirement, and 6 others.

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  Penn State University

  Finance