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

Contact Us


Thank you for visiting my website! Please call me at my office to discuss your financial concerns and whether I might be able to help you. Also, feel free to fill out the contact form below with any questions, comments, inquiries or concerns you have.

If I cannot help you, I often know other local professionals who could help you, including CPAs, real estate agents, mortgage brokers and attorneys who specialize in estate planning, divorce and/or real estate law.

I am willing to give a free, half-hour meeting to a new client to better understand your situation beter and give you a chance to see if we might work together well. So contact me today!

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  • Call Us Today At ♦ (310) 287-2095

    YP Reviews

    Ellen B. Holden, MBA, CFP
    Tax Preparation

    Phone: (310) 287-2095
    Business Hours
    By Appointment Mon - Sat
    • 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