Region:

california

✪ Verified

ā“˜ This Advisor is verified by SEC and FINRA

Firm: Aspiriant

Years of experience: 25

Wendy Holmes

Financial Advisor

TEAM ASSET

$15B

TEAM SIZE

20

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Wendy Holmes Contact Details

Phone number is undisclosed

Email Is Undisclosed

Wendy Holmes Certifications

CFPĀ®

What to know about Wendy Holmes

Managing Director and Wealth Advisor with experience in retirement planning and investment strategy.

What services does Wendy Holmes?

Retirement Planning

personal BackgroundWendy Holmes

Wendy has over 25 years in the financial industry and is often featured in Barron's rankings.