Broker Check

Kevin Holmes

Financial Advisor

(818) 465-0210

15301 Ventura Boulevard
Suite 450
Sherman Oaks, CA 91403

kholmes@wradvisors.com

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.
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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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