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

Background

My Professional Designations:

  • Certified Financial Planner (CFP) Since 1983
  • Registered California Income Tax Preparer Since 1990
  • Registered Investment Advisor Since 1999

My Training:

  • MBA in Finance and Marketing, UCLA
  • Multiple Courses in Real Estate and Personal Financial Planning from UCLA Extension and the College of Financial Planning in Denver, Colo.

My Experience:

  • 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
  • 20 + Years in Personal Financial Planning and Tax Preparation

Personal Situation:
I am married and the mother of a child in college. I am especially sensitive to the needs of the young families starting out, middle-aged families sandwiched between caring for children and older and disabled parents, and seniors needing to maximize their lifestyle with budget constraints.

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 over 20 years
  • Registered Investment Advisor for over 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