Greg Holzer, CFP®

Greg Holzer, CFP®

LPL Financial Planner

As a Paraplanner and CERTIFIED FINANCIAL PLANNER™ at Professional Money Management, I pride myself on my foundational skills in tax and investment planning. 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. 

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.