Ellen B. Holden Personal Financial Plann

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I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are.. young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold.
* By Appointment Mon - Sat
Certified Financial Planner (C.F.P.) For 25 Years
Registered California Income Tax Preparer For 20 Years
Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing
UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado
10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner
5 Years In Real Estate Financial Analysis
20+ Years In Personal Financial
Planning And Tax Preparation


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