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James E Holland MSBA CFP CAP FRCSM

James E. Holland, MSBA, CFP®, CAP®, FRCâ„ 

President

James E. Holland, MSBA, CFP®, CAP®, FRCâ„ , is a financial advisor, private lender, and business strategist with over 15 years of experience in wealth management, investment planning, and real estate financing. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Advisor in Philanthropy®, he specializes in investment strategy, retirement planning, and tax-efficient wealth preservation, providing tailored financial solutions for individuals, families, and business owners.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck