RETIREMENT VISIONS

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Address:

105 Falls Court ,Suite 400
Boerne, TX 78006

Phone:

830-816-3434

Erik Holt

Erik Holt

Financial Advisor

Erik Holt is the newest member of Holt Financial Group, LLC. Erik joined us from Northwestern Mutual Investment Services in Irvine, California, where he was an advisor. In that role, he provided individuals and small businesses with comprehensive financial planning solutions. His primary focus was centered on risk management and Qualified/Non-Qualified planning solutions for business owners and Law professionals. In his prior career, Erik was regional manager and Practice Advisor to Orthopedic Surgeons and their patients as well as serving as the distributor for a large manufacturer of orthopedic products based out of Dallas, Texas.

Erik was motivated to move to Texas to enjoy the kindness and culture Texas offers as well as join the family business. Erik is married to Kristina and they have two daughters, Kylee and Kenzee. They are excited to grow with their new community and look forward to embracing all Texas has to offer.

Erik serves as Fiduciary and Investment Advisor for clients of the firm and is also affiliated with Sagepoint Financial Advisors, Inc.  Erik earned a BA degree in History from California State University.

Erik holds Security licenses with several states and include: Series 6, 7,24, 63, 65 and life and health licenses in Texas and California.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck