Lynn Buchholz (CFP®, MBA)

Lynn Buchholz focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I started my personal finance career teaching classes in Portfolio Analysis and Investments to MBA students, and became a CFP® in 2006. I have taught in the Executive Financial Planner Program at San Diego State University for the past 10 years. My background includes work experience at Merrill Lynch and Corporate  Finance at Hughes Electronics. I graduated from the University of Texas at Austin with a degree in Electrical Engineering, then earned my MBA from the UCLA Anderson School of Management. 

Additional Information

I have been advising clients at Buchholz Financial Planning since 2009.

NAPFA Start Date

January 17, 2018

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This Office

11622 El Camino Real Suite 100 San Diego, CA 92130-2051 Phone: (619) 417-5731