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Guy Holman, CFP®

Advisor, Shareholder

Happiness to me professionally is when I solve a client’s financial issue and seeing their general countenance change to where they are relaxed about their finances. I am committed to TCI’s steadfastness of truly caring about client experience, staff and their development and carrying this forward into the future.

Guy Holman, CFP®, an advisor at TCI Wealth Advisors (“TCI”), has been providing financial/investment advice since moving from the audit department to the tax department at Touche Ross and obtaining his CFP® designation in 1988. A CPA since 1985, Guy has integrated tax management principles while managing client portfolios and creating comprehensive financial solutions. He specializes in advice around Incentive Stock Options as well as non-qualified stock options and deferred compensation plans.

Guy is a member of the Foundation Board and Investment Committee for Excelsior Youth Center, a national youth center organization. In addition to raising his young daughter, Guy enjoys hiking, golf, biking, skiing, playing volleyball and healthy cooking.

 

Get in touch with Guy Holman, CFP®

  • Advisors
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