Benjamin Holt
Investment Advisor @Wellington-Altus
Victoria, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2024 — Present
Investment Advisor @Wellington-Altus
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Victoria, BC, CA
EDUCATION
1997 — 2002
Oberlin College
Bachelor of Arts (B.A.), Political Science and Government
ABOUT BENJAMIN HOLT
I provide customized financial advice, including retirement plans, investment portfolio design, and identification of opportunities for tax, estate, and charitable giving strategies. I hold the Certified Financial Planner desgnation.
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