John W. Holmquist,  CFP<sup>&reg;</sup> - Financial Advisor

John W. Holmquist, CFP®

CRPC®, MBA

Certified Financial Planner

Holmquist Wealth Management

660 Newport Center Dr, Ste 470
Newport Beach, CA 92660-6414
FINANCIAL ADVISOR'S WEBSITE
(562) 740-3141

General

John Holmquist is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Holmquist Wealth Management in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning

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Helpful Financial Planning Resources