My name is Greg Holzer, and I am CERTIFIED FINANCIAL PLANNER™ working under the capacity of a Paraplanner at Professional Money Management. I started at PMM after graduating from St. Vincent College with a double major in Accounting and Finance. Since then I have obtained my Series 7 General Securities Qualification, Series 66 Uniform Combined State Law Qualification, PA Life & Annuity Insurance Qualification and CERTIFIED FINANCIAL PLANNER™ designation. My background provides me with foundational skills in tax and investment planning.
Over the years, PMM has become a family and I look forward to continue helping our clients for years to come. In my spare time, I keep busy by working on my house and enjoy spending time with my friends. For all investment inquires, please reach out at any time! I look forward to working with you.