William Holliday (CEPA, CFP®)


William Holliday focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Divorce Planning
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Divorce Planning
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
April 14, 2022