Home | Kevin Holmes

Kevin Holmes

Financial Advisor

(818) 465-0210

15301 Ventura Boulevard
Suite 450
Sherman Oaks, CA 91403

kholmes@wradvisors.com

Whatever your ideal retirement looks like, I can help you prepare.

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

Learn about what risk tolerance really means in this helpful and insightful video.

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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

Learn More

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.

Learn more

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Learn More

For homeowners who think their property taxes are too high, there are ways to appeal.

Learn More

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Learn More

View All Resources

Name

Email

Address

Phone

Question

Thank you!

Oops!