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Torsten Holmes, Financial Advisor

FINANCIAL ADVISOR
Torsten W Holmes

CEPA®, AAMS™
1420 W Exchange Pkwy, Bldg A Suite 160, Allen, TX 75013opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances

About Torsten

As a second generation financial advisor, one of the first questions I ask is "how do you define financial success?" I’ve learned each family defines financial success differently. For some, it means making employment optional so they can spend more time engaging in leisure activities and visiting with family and friends. For others, it means leaving a legacy to their family or a favorite charity. My responsibility is to help guide them from where they are now to where they want to be.

My clients value my ability to simplify complex strategies into an actionable strategy. They appreciate that I am...

Work History

  • Edward JonesDecember 1999 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Gustav KaeserBachelors

Personal Interests

  • Soccer
  • Traveling
  • Art & Theater
  • Auto Racing
  • Horseback Riding

Team Members

  • Gwen Fischer
    Associate Financial Advisor
    FPQP®
  • Hallie Fischer
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(469) 854-6518

Fax

(888) 314-8931

Office Address

1420 W Exchange Pkwy
Bldg A Suite 160
Allen, TX 75013opens in a new window

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