portrait of Holly M Martel

About Holly

When my financial advisor asked me to join her at Edward Jones, I said yes without hesitation. I had enjoyed a successful 25-year career in higher education administration, but the more I was promoted, the further I got away from doing what I loved: helping students and their families navigate an exciting yet often overwhelming and financially stressful time in their lives. I found tremendous joy in seeing the visible relief in their faces when we successfully identified an achievable path forward. As busy professionals, my husband and I had relied heavily on our financial advisor for guidance and I...

Focus Areas

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

Work History

  • Edward JonesMarch 2021 to Current
  • Humboldt State UniversityNovember 2019 to March 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • CA State Univ-San BernardinoMasters

Team Members

  • Danielle Trapkus
    Branch Office Administrator
  • Kyrin Trapkus
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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