Guy Holman (CFP®)
Guy Holman focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Guy Holman, CFP®, has been providing financial/investment advice since moving from the audit department to the tax department at Touche Ross and obtaining his CFP® designation in 1988. A CPA since 1985, Guy has integrated tax management principles while managing client portfolios and creating comprehensive financial solutions. Specifically, he has specialized in advice around Incentive Stock Options as well as non-qualified stock options and deferred compensation plans. In addition to raising his daughter, Guy enjoys playing volleyball and healthy cooking.
NAPFA Start Date
June 26, 2012