Amy Holley, Financial Advisor located in Huntington Beach, CA

Financial Advisor
Amy A Holley

CEPA®, AAMS®, CRPC™
2130 Main Street Suite 170, Huntington Beach, CA 92648opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Gardening
  • Health & Nutrition
  • Traveling

Team Members

  • Paula Carter
    Sr. Branch Office Administrator
    FPQP®
  • Lucas Valero
    Associate Financial Advisor

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu By Appointment Only
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(714) 963-6644

Fax

(844) 616-1284

Office Address

2130 Main Street Suite 170
Huntington Beach, CA 92648opens in a new window

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