Call us now ! Send us an email http://maps.google.com/maps?q=United States

Back to Top

Call Us Today!
(310) 287-2095
Call Us Today!
(310) 287-2095

Welcome​

ellen-holden.jpg

I offer fee-only personal financial planning services for middle-income clients. Fee-only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home, it's casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round.

Many of my clients are young professionals who want to know how to plan their savings, how to buy their first house and how to balance savings for their retirement versus saving for their first home.

Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money.

I also have other clients who are middle-aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many have used stockbrokers in the past and felt that they did not get adequate attention or that their accounts were "churned." I give reasonable advice, emphasizing no-load mutual funds or a mix of mutual funds with the stock you may already hold.

Contact me today to set up an appointment to get your finances on track!

tax-refun-forms.jpg

Services

Does home ownership or retirement seem out of reach? With our financial planning services, your can achieve these goals and many more. Let us help you manage your finances.

audit-receipts.jpg

Contact Us

Contact us today to discuss your tax needs, finance questions and savings issues. We will help make the money for which you've worked work for you!

Call Us Today At ♦ (310) 287-2095

YP Reviews

Ellen B. Holden, MBA, CFP
Tax Preparation


Phone: (310) 287-2095
Email: ebholden@ca.rr.com
Business Hours
By Appointment Mon - Sat
ASSOCIATION
  • Certified Financial Planner (CFP.) for over 25 years
  • Registered California Income Tax Preparer for 20 years
  • Registered Investment Advisor for 15 years
  • MBA in Finance and Marketing
  • Multiple Courses in Real Estate and Personal Financial Planning from UCLA Extension and The College of Financial Planning in Denver, Colo.
  • Over 10 Years in Government Service as a City Planner, Government Grants Program Manager and an Alternative Energy Program Planner
  • 5 Years in Real Estate Financial Analysis
  • Over 20 years in Personal Financial Planning and Tax Preparation