Ellen B Holden Personal Financial Planning & Tax Services

Services Offered

• Financial Planning
• Tax Services
• Investment Strategies
• Budgeting
• Real Estate Purchase and Sale Advice
• College Funding
• Retirement Planning

About

Ellen B Holden is a Certified Financial Planner (CFP®) based in Los Angeles, California, providing personalized financial planning and tax services. She specializes in assisting middle-income clients with a wide range of financial needs, including investment strategies, budgeting, real estate transactions, college funding, and retirement planning. Ellen offers her services through in-person and telephone appointments, ensuring that clients receive timely support during her busy season. Her comprehensive approach helps clients navigate their financial journey from the present through retirement.

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