Brad
Holly
CRPC™, CFP®
Here to act in your best interests
About me
The main reason I became a financial planner is I enjoy making a meaningful impact in the lives of my clients and helping them achieve their financial dreams. Away from work, I’m all about spending time with my wife and four kids. I love to spend my weekends golfing, hiking, and serving in the youth ministry at my church.
Certifications
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Business - University of Phoenix
Visit one of our Locations
Seattle I - Lynnwood
20700 44th Ave W.
Suite 240
Lynnwood, WA 98036
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
