Amy R. Holewa, CFP®, CDFA

Amy R. Holewa, CFP®, CDFA

Independent Financial Advisor

Visit my web site!

Phone: 763-416-8226
Fax: 763-416-8239
E-mail:
 

With over 15 years of financial services expertise, I am excited to work with clients in the areas of retirement planning, tax planning, estate planning, and wealth transfer strategies. In addition to being a Certified Financial Planner™, I have also obtained certification as a Certified Divorce Financial Analyst, allowing me to partner with clients during unique financial situations. My goal is to work closely with clients to develop an outline that aligns with their goals while maximizing their financial position.

Through an initial consultation and careful consideration of monetary objectives, I am able to walk clients through the steps necessary to achieve their financial targets. My clients know that I will be with them from start to finish - something that can make a significant impact for the long term. If you are experiencing a financial challenge or simply want to review your financial situation, please contact me.

Education / Registrations
1995 University of Minnesota Duluth Bachelor of Business Administration
Series 7 General Securities Representative
Series 63 Uniform Securities State Law
State Insurance License (MN, FL, and AZ)
State Securities Registrations AZ, CA FL, MN, OK, and WI
Certified Financial Planner

Certified Divorce Financial Analyst

Professional Memberships
Member of the Financial Services Institute (FSI)

Collaborative Law Institute of MN

International Academy of Collaborative Professionals

 

Business Background
1996-2006 American Express Financial Advisors - Financial Advisor
2006-2009 ING Financial Partners - Financial Advisor
2010- Present Financial Dimensions Group - Financial Advisor

Personal
Married to husband Jim
We have three children, Gibson, Trent and Madeline
Residence - Maple Grove MN