Financial Advisor Gregory Holzer Earns Certified Financial Planner™ Certification

April 24, 2023

Mount Pleasant, Pennsylvania — [April 20, 2023] – Gregory Holzer, an independent financial advisor at Professional Money Management in Mount Pleasant, Pennsylvania has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded to financial professionals who have met standards for experience, knowledge and ethical conduct in financial planning.

 The distinction is awarded by the Certified Financial Planner Board of Standards Inc. (CFP® Board). Financial professionals must complete the CFP® Board-Registered Education Program and pass the CFP® Certification Examination, which assesses the ability to apply financial planning knowledge to client situations. CFP® designated financial professionals must also have at least three years of qualifying financial planning work experience and pass the CFP® Board’s Fitness Standards for Candidates and Registrants.

 “I am committed to my clients and to providing meaningful guidance that is tailored to their unique needs,” said Holzer. “Earning this designation further reflects that commitment, enhancing my ability to provide holistic, comprehensive and personalized strategies that help clients work toward their financial goals.”

Gregory Holzer is based in Mount Pleasant, PA and provides a full range of sound financial services, including retirement and financial planning, individual money management, tax planning and much more.

 LPL Financial is the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support financial advisors and professionals in their work to enrich their clients’ financial lives. 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 19,000 financial professional, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor - centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

LPL Financial and the CFP® Board are not affiliated entities.