John Robert Holman, CFP®, CFA Holman Wealth Management

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About John Robert Holman, CFP®, CFA

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the prestigious, gold-standard for the investment profession, and the latter is essential for dealing with personal financial circumstances.

Robert started his career in the investor relations department of Dallas’ largest retailer and finished as Director, Financial Planning and Analysis. Once free of the financial responsibilities of putting his daughters through private grade school and college, he implemented a very personally rewarding career change and joined TD Ameritrade to orient his career toward working to help individuals achieve financial success.

Robert’s post-graduation study of investments has helped him developed many philosophies about real-world investing that go beyond those taught in an academic setting. He is now a registered investment advisor and fee-only financial planner.

My 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 graduated Phi Kappa Phi – the nation’s oldest and most selective Multidisciplinary Collegiate Honor Society, Beta Gamma Sigma – the international Business Honor Society, and Beta Alpha Psi – the premier international Honor and Service Organization for Financial and Business Information professionals.

He was also a member of Pi Sigma Epsilon – a co-ed Sales, Marketing and Management Fraternity and volunteered his time to SCORE – the Service Core of Retired Business Executives, a branch of the Small Business Administration – to assist small businesses in achieving their sales, marketing and financial goals.

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. He spent more than 15 years as a volunteer in divorce recovery and marriage counseling.

Read Robert’s blog here: https://www.defensiveadvisor.com/blog

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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.

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