Trusted Financial Advisor

Ms Julie M Holmes CFP

Ms Julie M Holmes CFP

Ernst & Young LLP

80335 Camarillo Way, La Quinta, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated

Areas of Expertise

Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Debt Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor