At Ellen B. Holden, M.B.A, C.F.P. Personal Financial Planning & Tax Services, we are dedicated to helping individuals like you achieve financial peace of mind. With over 25 years of experience as a Certified Financial Planner (CFP), I have helped numerous clients throughout Los Angeles and beyond create personalized financial plans that cater to their unique needs and goals.
Our Services
At Ellen B. Holden, M.B.A, C.F.P. Personal Financial Planning & Tax Services, we offer a wide range of services to help you achieve financial health and security. Whether you're looking to plan for retirement, create a budget, save for the future, or navigate the complex world of investments, we're here to guide you every step of the way.
Retirement Planning
As we navigate the complexities of modern life, it's easy to overlook the importance of retirement planning. However, with the rising cost of living and the uncertainty of the future, it's more crucial than ever to plan for your golden years. Our team of experts can help you create a comprehensive retirement plan that takes into account your income, expenses, and goals. Whether you're just starting to plan for retirement or are nearing the end of your working career, we're here to help you make informed decisions about your financial future.
Budgeting
Budgeting is an essential part of achieving financial stability. By creating a budget that aligns with your financial goals and income, you can take control of your finances and make smart financial decisions. Our team can help you identify areas where you can cut costs and allocate your resources more effectively.
Savings
Saving for the future is a crucial part of achieving financial security. Whether you're looking to save for a specific goal, such as a down payment on a house, or simply want to build an emergency fund, we're here to help. Our team can guide you through the process of creating a savings plan that aligns with your financial goals and income.
Investment Planning
Investing can be a daunting task for many, especially for those new to the world of finance. Our team of experts is here to guide you through the process of investing in a way that aligns with your financial goals and risk tolerance. Whether you're looking to invest in stocks, bonds, or other investment vehicles, we're here to help you make informed decisions about your financial future.
Real Estate
Buying or selling a home can be a stressful and overwhelming experience. Our team of experts can help guide you through the process, providing valuable insights and advice on everything from feasibility of home purchase to advisability of home selling, house upgrades, or real estate investments.
Tax Preparation
As a Registered California Income Tax Preparer for over 30 years, we understand the importance of accurate tax preparation. Our team of experts can help you navigate the complexities of tax preparation, ensuring that you're taking full advantage of available deductions and credits.
Why Choose Us
At Ellen B. Holden, M.B.A, C.F.P. Personal Financial Planning & Tax Services, we're dedicated to providing personalized, expert advice that takes into account your unique financial situation and goals. With over 25 years of experience in the industry, we're equipped to handle even the most complex financial situations.
Get in Touch
If you're ready to take control of your financial future, we invite you to get in touch. Whether you're looking to plan for retirement, create a budget, save for the future, or navigate the complexities of investments, we're here to guide you every step of the way. Call us today at 310-287-2095 to schedule an appointment and take the first step towards achieving financial peace of mind.
Overall Experience
The reviewers had an exceptional experience with Ellen, with all of them giving her the highest rating of 5 stars. They praise her professional expertise, friendly and kind demeanor, and ability to explain complex financial concepts in a clear and concise manner.
Professionalism and Expertise
Ellen's professionalism and expertise are consistently praised by the reviewers. They note that she is knowledgeable and up-to-date on changes in tax code and related legislation, and that she is able to explain complex financial concepts in a way that is easy to understand.
Personality and Communication
The reviewers also praise Ellen's personality, noting that she is friendly, kind, and non-judgmental. They appreciate her willingness to listen and answer their questions, and her ability to make them feel at ease during their interactions.
Value
The reviewers are highly satisfied with the value they receive from Ellen's services, noting that she provides competitive pricing and offers a high level of expertise and personalized attention.
Consistency and Reliability
Many of the reviewers have worked with Ellen for a long time, and they appreciate her consistency and reliability. They note that she is always available to answer their questions and provide guidance, and that she has helped them navigate their financial challenges over the years.
Comparison to Others
The reviewers do not mention comparing Ellen to other financial advisors or tax professionals, but they consistently praise her as the best option for their financial needs.
No Negative Comments
There are no negative comments or criticisms of Ellen's services in the reviews.
