William Holliday (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

NAPFA Start Date

April 14, 2022

Submit
Submit

This Office

8880 Rio San Diego Dr., Suite 800 San Diego, CA 92108 Phone: (323) 314-0202