About
The part I enjoy most about my job are the people. Helping families and business owners understand where they are today and how to cut through the complexities of their financial life, is what I find most gratifying.
I come from a big family, I love basketball and I have owned and operated businesses for 15+ years along the west coast and the Hawaiian islands. I am a licensed financial planner and investment advisor representative through Prudential Advisors. Planning for your financial future shouldn't be complicated, let me help you make it simple.
www.prudential.com/advisor/adrian-holmes
linkedin.com/in/adrian-holmes-0a377937/
Reviews
Cristi M.
Frequently asked questions
What is your typical process for working with a new customer?
The 1st step is a consultantion to answer questions and uncover details. No cost for a consultation. By the end of our first meeting we will know if there is match between what you're looking for and what I can do for you.
What education and/or training do you have that relates to your work?
I'm well versed in business development from my 15+ years of owning and operating organizations.
I'm a FINRA licensed investment advisor representative that is proficient in comprehensive financial planning for families and business owners.
I own one other business outside of my financial practice.
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is very situational and based on complexity. I will work with you to find something that is meaningful, yet comfortable.
How did you get started in this business?
I owend a consultation company that specialized in helping small business owners retain the new generation of workers. I worked with them on their leadership development and implementation systems. After a handful of successful contracts I had clients reach out for investment advice and financial planning. I then went to my financial advisor/friend and he suggested I pivot to the financial sector where I could utilize my experience as a differentiator. I'd say it was a great decision.
What types of customers have you worked with?
I work with families, small businesses, private medical practices, pro athletes and accountants.
Describe a recent event you are fond of.
I am very fond of this years men and womens March Madness.
What advice would you give a customer looking to hire a pro in your area of expertise?
Shop around. 40 different advisors/planners can tell you 40 different things and it doesn't mean either are wrong. Trust your gut. Money is very personal so it's important to go with who you have chemistry with, because it's designed to be a long term relationship.
What questions should customers think through before talking to pros about their needs?
What are my expectations of this person and what are their expectations of me?
Be prepared to share and to ask. Money is very personal and a client/advisor relationship should start with clear expectations. From there, we build.