Peter

Holliday

RFC®

picture of a planner

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

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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