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



LISA, new condo owner:
“Ellen, I was so glad to find out that you do home purchase analysis. After our meeting, I knew exactly how much I would save in taxes from buying a condo and how much I could afford in my downpayment and my monthly mortgage payment. This gave me the courage to finally go ahead with a purchase."

SALLY, 75-year old widow:
“I just don’t know what I would do without Ellen. She first helped me to manage the 25 unit apartment building that I inherited. Then, she helped me gather records to present the building for sale. Now, she helps me with all of my personal financial matters.”

RICHARD, 78-year old retiree:
“My wife and I come to Ellen about every year or year and a half to review our investment portfolio. I manage it myself but always value her second opinion on my choices to achieve a mix of safety and growth.”

DAVID and MARIA, both age 30, Mid-Wilshire, Los Angeles:
“We have been thinking about buying an investment property or a house for a year or so. But we do not have any experience in the steps we should take to buy a place, the pros and cons of buying with a friend and how much we can afford. After meeting with Ellen, we realized that we need to get our act together, tighten our spending and then maybe we can really afford to buy something.”

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