John Robert Holman, CFP®, CFA Holman Wealth Management
- 4035 Shady Hill Drive, Dallas, Texas 75229-2844
- 972-702-6032
- https://www.defensiveadvisor.com/
About John Robert Holman, CFP®, CFA
Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold-standard for the investment management profession, and the latter is for advising on personal financial circumstances.
Current and former positions:
• Holman Wealth Management – “the defensive advisor”
• LPL Financial Advisor
• TD Ameritrade Investment Consultant
• Director, Financial Planning & Analysis
Robert’s post-graduate study of investments has helped him understand real-world investing beyond what is taught in an academic setting. He is now a registered investment advisor and fee-only financial planner. His investing beliefs center around knowing the signs of the times and what should be done about them and seeking to build wealth in both up and down markets. It is essential to understand when markets are conducive to risk taking and when risk taking should be avoided.
Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). He was also a member of Pi Sigma Epsilon (Management) and SCORE (Business Service).
Robert resides in Dallas, Texas with his amazing wife Karen and three wonderful daughters Beth, Nancy and Emily. He is the Stewardship Leader for his local church and an active volunteer in many church ministries, having spent many years as a volunteer in divorce recovery and marriage counseling.
Read Robert’s 2-minute stock market report here: https://www.defensiveadvisor.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Divorced
- Inherited Wealth
- Retirement Planning
Ways Advisor Charges
- Flat Fee
- Assets Under Management
Fee Options
- Flat Fee: $325+/engagement
- AUM: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
