Scott Holt, Financial Advisor

FINANCIAL ADVISOR
Scott D Holt

CFP®, AAMS™
4001 Summitview Ave Suite 23, Yakima, WA 98908opens in a new window
New Client Waitlist
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Farmers and Ranchers
  • Divorce Finances

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Cycling
  • Spending Time with Family
  • Pickleball

Team Members

  • Alex Ditto
    Associate Financial Advisor
    CEPA®
  • Tami Alred
    Sr. Branch Office Administrator
    FPQP®
  • Kristy Berry
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(509) 965-1100

Fax

(877) 476-4135

Office Address

4001 Summitview Ave Suite 23
Yakima, WA 98908opens in a new window

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