Aj Holmes
Financial Planner at Townsend | Denver, Colorado, United States
Aj Holmes’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Financial Planner at Townsend in July 2023 - Present
Financial Planner at Creative Planning in June 2022 - June 2023
Financial Planner at Townsend Retirement Planning and Wealth Management in November 2016 - June 2022
Financial Advisor at Personal Capital in March 2015 - November 2016
Financial Planner/Counselor at PricewaterhouseCoopers in December 2008 - February 2015
Financial Advisor at Merrill Lynch in January 2007 - January 2008
Consumer Lending at USAA in January 2005 - January 2008
Arizona State University, Bachelor of Science (BS)
Northland College
Westview High School
Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email [email protected] The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com
Discover more about Townsend
Project Manager
Project Manager at Townsend
(April 2022 – Present)
Frontend Developer (junior)
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(August 2023 – February 2024)
Title | CRPC| Financial Advisor | Retirement Planning & Investment Management Specialist
Financial Advisor at Townsend
(July 2014 – Present)
Senior Managing Director at Clarfeld Citizens Private Wealth
Partner at Clarfeld Financial Advisors
(Present)
University of Vermont Alumni
Counter Staff at Portsmouth Beach Plum
(May 2019 – Present)
Marketing Coordinator at Townsend retirement and Legacy Planning
Marketing Coordinator at Townsend
(February 2022 – Present)
What is Aj Holmes email address?
Email Aj Holmes at [email protected] and [email protected]. This email is the most updated Aj Holmes's email found in 2026.
How to contact Aj Holmes?
To contact Aj Holmes send an email to [email protected] or [email protected].
What company does Aj Holmes work for?
Aj Holmes works for Townsend.
What is Aj Holmes's role at Townsend?
Aj Holmes is Financial Planner
What industry does Aj Holmes work in?
Aj Holmes works in the Financial Services industry.
