Miranda E. Holmes,  CFP<sup>&reg;</sup> - Financial Advisor

Miranda E. Holmes, CFP®

ChFC®,CLU®,CRPC

Advanced Planner

First Republic Private Wealth Management

111 Pine St
San Francisco, CA 94111
(415) 262-8930

General

Miranda Holmes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Republic Private Wealth Management in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Retirement, Succession Planning, Sudden Wealth

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