Alan Holman Email
Certified Financial Planner @ Apollon Wealth Management, LLC
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Alan Holman Location
- Denver, CO, US
Alan Holman Work
- Principal Financial Advisor and Owner @ ADH Wealth Management (January 2010 - Present)
- Certified Financial Planner @ (January 2010 - Present)
- Regional Director @ HMA Legal Funding (August 2011 - October 2012)
- Senior Manager @ Clifton Gunderson Wealth Management (January 2005 - January 2010)
- Finacial Advisor @ Adrian and Associates (June 1998 - January 2005)
- Financial Advisor and owner and manager @ America First Financial Associates (January 1992 - May 1998)
Alan Holman Education
- Southern Nazarene University
CFP (Accounting)
1987-1991
Alan Holman Skills
- 401k
- Asset Allocation
- Asset Management
- Business Planning
- Certified Financial Planner
- Estate Planning
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Hedge Funds
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Risk Management
- Series 7
- Small Business
- Strategic Financial Planning
- Trusts
- Wealth Management
Alan Holman Summary
- Alan Holman, based in Denver, CO, US, is currently a Certified Financial Planner at Apollon Wealth Management, LLC. Alan Holman brings experience from previous roles at ADH Wealth Management, HMA Legal Funding, Clifton Gunderson Wealth Management and Adrian and Associates. Alan Holman holds a 1987 - 1991 CFP in Accounting @ Southern Nazarene University. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Business Planning, Certified Financial Planner and more. Alan Holman has 1 emails on RocketReach.
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