Peter
Holliday

RFC®

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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, University of Nevada, Reno

Master of Science, California State University, San Bernardino

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Visit one of our Locations

Los Angeles V - Orange County

600 Anton Blvd.
Suite 1750
Costa Mesa, CA 92626

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health