ABOUT
Our Firm

ABOUT US

Your goals, our priority.

At Holly Wealth Planning, we focus on building tailored financial solutions that align with your vision of success. By combining expertise and innovation, we empower individuals and families to navigate life’s financial challenges and achieve their dreams with clarity and confidence. 

Our mission is simple.

Empowering your future.

We strive to provide personalized financial strategies that enhance your life’s journey. Through careful planning and unwavering support, our goal is to help you build, grow, and secure your wealth while fostering lasting relationships rooted in trust and integrity.

Meet our advisory team.

who we are
Fiduciary Paul Boggs in a suit and tie.

Sean Holly

Founder, CRPC®

About Sean
Fiduciary Derek Lewis in a tie is smiling.

Anthony Cardendas

Investment Specialist, MBA

About
Jon Shaw in a suit and tie is smiling for the camera

Adam Saldana

Client Service Advisor

About

Get to know how we work.

our process

Discover

We start with a personalized consultation to understand your financial goals, current situation, and unique challenges to create a tailored plan.

Design

Using insights from our consultation, we craft a comprehensive strategy focused on achieving your short-term needs and long-term financial aspirations.

Implement

Once approved, we execute your plan with precision, leveraging innovative tools, expert analysis, and consistent monitoring to stay on track.

Evolve

Your financial journey evolves, and so should your plan. We provide ongoing adjustments to ensure your strategy aligns with life’s changes.

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