CFP®, Co-Founder and Wealth Advisor
DICKHOLTZ HEALTH & WEALTH
My career as a Financial Advisor began in January of 1987. Licensed in both securities and insurance, in 1990 became a CFP®. I work with individuals, families, and small business owners who have significant assets to manage and protect, who value advise, and are committed to building a professional team.
- 1981 graduate, Purdue University, B.S. degree in Business Management
- Proven experience, with 97% client retention in my previous business in Northbrook, IL
- Relocated to Scottsdale AZ and Co-Founded DICKHOLTZ HEALTH & WEALTH
- Provide Comprehensive Financial Planning, Small Business Succession Planning and Life Coaching to other Advisors
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Blindsided...no One Prepared Me for This!
Wednesday, September 27, 2023
2:15 PM – 3:15 PM MST