Brian D. Holmes,  CFP<sup>&reg;</sup> - Financial Advisor

Brian D. Holmes, CFP®

MS,CMFC, AIF®

President & CEO

Signature Estate & Investment Advisors

2121 Avenue of the Stars, Ste 1600
Los Angeles, CA 90067-5040
(800) 723-5115
(310) 712-2323

General

Brian Holmes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Signature Estate & Investment Advisors in Los Angeles, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MS, CMFC

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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