Peter Holliday

RFC®

Peter Holliday

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

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