portrait of Holly M Garretson
FINANCIAL ADVISOR

Holly M Garretson

CFP®, AAMS™
1410 Neotomas Avenue Ste 106, Santa Rosa, CA 95405opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Insurance & Annuities
  • LGBTQ+ Finances

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Baking
  • Technology
  • Sports Enthusiast
  • Real Estate

Team Members

  • Annalisa Mouille
    Sr. Branch Office Administrator
  • Erin Garcia
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(707) 528-3452

Fax

(877) 222-1410

Office Address

1410 Neotomas Avenue Ste 106
Santa Rosa, CA 95405opens in a new window

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