Jonathan B Holt, CFP®

Jonathan B Holt, CFP®

Financial Planner

Jonathan has served in a variety of capacities in the financial services industry since 2013. He completed his CERTIFIED FINANCIAL PLANNER™ certification in 2018 and has a BS degree from California State University Fresno. He is also Series 66 licensed, as well as CA state insurance licensed (0I64150). Jonathan is a Board member of the Financial Planning Association (FPA) of Central California and is actively involved in Rotary. In addition, Jonathan is an associate member of the CalCPA Fresno Chapter. Jonathan also successfully completed his real estate licensing in 2022 and is a licensed REALTOR in the state of California. In his spare time, Jonathan enjoys spending time with his ever-expanding family, training Brazilian jiu-jitsu, and exercising.