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Holly Garretson, Financial Advisor

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

About Holly

At Edward Jones, our focus is on the relationship with our clients. My primary goals are to work with serious, long-term investors and small businesses to help achieve financial independence. My focus is on an individual approach to understand your personal needs, using an established process to put tailored strategies together because there is no one-size-fits-all investment or retirement strategy.

I received a Bachelor of Science in business administration from California State University, Sacramento, with concentrations in finance and real estate and land use affairs.

I have been with Edward Jones for over 11 years, helping clients to achieve their goals for...

Work History

  • Edward JonesFebruary 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cal State Univ-SacramentoBachelor of Science

Personal Interests

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

Team Members

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