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John W. Holmquist

President at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Holmquist Wealth Mangement, Inc.</span>
Intro Book
Seasoned financial expert with 30+ years of experience in wealth management and financial planning.
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Location
Los Angeles Metropolitan Area, US
Languages
  • German -
Skills
  • Retirement
  • Financial Planning
  • Investments
  • Asset Allocation
  • Investment Strategies
  • Show all
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Bio

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John W. Holmquist is a seasoned financial expert with 30+ years of experience in wealth management, financial planning, and investments. He holds a Master's in Business Administration from Pepperdine University and a Bachelor's in Business Administration from Valparaiso University. Holmquist has worked with top companies, including Merrill Lynch, Citicorp, and Western International Securities, and has been a President at Holmquist Wealth Management, Inc. since 2014. He is a Certified Financial Planner (CFP) Professional and has expertise in retirement planning, asset allocation, investment strategies, and insurance.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    May, 2005
    - Jun, 2026
  • Certified Financial Planner
    -

Experience

Education

  • 1996 - 1998
    Pepperdine University, The George L. Graziadio School of Business and Ma...
  • 1979 - 1982
    Valparaiso University
  • 1974 - 1978
    West Bend West

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Industry Focus. “Financial Services”

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