Peter
Holliday
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Here to act in your best interests
About me
I’ve been a financial planner since 2002, and my goal is to help clients find the best ways to meet their financial needs while managing the ongoing changes they encounter. I do that by giving my clients a plan to help them achieve their goals; fulfilling the life they truly desire. Beyond that, I spend my spare time with my family enjoying the outdoors, playing music and reading.
Certifications
Registered Financial Consultant
Education
Bachelor of Science, Health Science - University of Nevada, Reno
Master of Science, Executive Management - California State University, San Bernardino
Visit one of our Locations
Los Angeles V - Orange County
600 Anton Blvd.
Suite 1750
Costa Mesa, CA 92626
Working with Us
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Certain services provided on an educational and guidance basis only.
