Scott Holman, Financial Advisor located in Scottsdale, AZ

Financial Advisor
Scott A Holman Jr

CEPA®, AAMS®
34597 N 60th St Suite 108, Scottsdale, AZ 85266opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Intergenerational Planning
  • Dentists

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Volunteering
  • Hiking
  • Snowboarding
  • Traveling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(480) 245-6577

Fax

(855) 751-8352

Office Address

34597 N 60th St Suite 108
Scottsdale, AZ 85266opens in a new window

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