Meet Steven Holtz, Founder
Steven Holtz is both a Certified Financial Planner and Chartered Life Underwriter, so he is eminently qualified to assist clients in their quest for financial security and wealth accumulation. He has expertise in a number of different areas including estate planning, retirement planning, employee benefits, long-term care planning, and college funding.
A native of Los Angeles, Steven graduated from UCLA with a Bachelor of Sciences degree and entered the life insurance business shortly thereafter. He enjoys working with and assisting a wide variety of clients, including professionals, executives, business owners, and many others. From the beginning, his motto has always been to “put the client’s interests first” and to deliver the highest level of service, both personally and through his agency.
When not helping clients, Steven loves spending time with his family (children pictured above), hiking, gardening and enjoying other outdoor activities.