Edward Jones - Financial Advisor: Amy A Holley, CEPA®|AAMS®|CRPC™

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Amy A Holley is a financial advisor based in Huntington Beach, California, affiliated with Edward Jones. She provides a range of financial services including retirement planning, education savings strategies, and investment management. With her credentials as a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS®), and Chartered Retirement Planning Counselor (CRPC™), Amy is equipped to guide clients through their financial journeys. Her practice focuses on helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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