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Mike Holt

Wealth Strategist at Beacon Trust

Intro Book

Experienced wealth management professional with 20+ years of experience serving high net worth individuals.

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Location

Morristown, New Jersey, United States, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Mike Holt has 20+ years of experience in wealth management, which is a significant amount. He has worked with high net worth individuals, primarily corporate executives, and has a degree in Accounting, Finance, and Economics from a reputable university. He is also a Certified Financial Planner (CFP), which adds prestige to his skills. Location is Morristown, New Jersey, which is not a major hub for finance, but still has a good cost of living. Considering his experience, education, and certification, he could charge a premium rate. Let’s check benchmarks. Wealth management professionals with similar experience and credentials can charge $200-$500 per hour. Considering his CFP certification, he might average $300-$450. So I’ll estimate around $250, which is on the lower end of the range, but still reflects his value.

Bio

Generated by

Topline AI

Mike Holt is a seasoned wealth management professional with 20+ years of experience in providing comprehensive wealth management services to high net worth individuals, primarily corporate executives. He has worked with top companies, including Beacon Trust, The MDE Group, Inc, Mahoney Cohen, Clarfeld Financial Advisors, and Deloitte & Touche. He holds a degree in Accounting, Finance, and Economics from California State University-Long Beach and is a Certified Financial Planner (CFP).

Credentials

CFP

CFP Board

Experience

Beacon Trust
- New York City Metropolitan Area
- Wealth Strategist
  - Apr 2015 - Present
  - New York City Metropolitan Area
  I provide comprehensive wealth management services to high net worth individuals who are primarily current and retired corporate executives.
The MDE Group, Inc
- Wealth Management Strategist
  - Jul 1994 - Mar 2015
  Provide a wide range of wealth management services to high net worth individuals, primarily active and retired corporate executives.
Mahoney Cohen
- Tax Manager
  - 1993 - 1994
  Provided financial planning and income tax related services primarily for top executives at Lehman Brothers and McKinsey & Co.
Clarfeld Financial Advisors
- Tax Manager
  - 1990 - 1993
  Provided financial planning and income tax-related services for expatriate individuals consisting primarily of international bankers.
Deloitte & Touche
- Tax Manager
  - Sep 1982 - Dec 1990
  Audited financial institutions in NY.Assisted editor for national newsletter.Sr. accountant responsible for emerging petrochemical companies in Saudi Arabia, as well as other non-ARAMCO clients in a variety of industries. Travelled extensively. Also engaged in income tax services for ARAMCO employees.Tax manager in Deloitte's NY office serving ultra high net worth individuals.

Education

1989 - 1992

Pace University - Lubin School of Business
Taxation

1989 - 1992
1978 - 1982

California State University-Long Beach
BS, Accounting, Finance, Economics

1978 - 1982
Bishop Montgomery HS

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Mike Holt

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate