Jim Holroyd CFP

 

Personal Facts

• Certified Financial Planner® (CFP®) professional since 1993.

• FINRA Series 7, 24, 51, 63, 66 securities registrations.

• Licensed WA Insurance Agent in Life, Health, Property Casualty, & Long Term Care.

• Member of Financial Planning Association.

• Member of the National Association of Insurance & Financial Advisors.

• Bachelor’s Degree in Business Administration from Washington State University.

• Thirty five years in the financial services industry – Insurance, Investments & Banking.

• Small business owner for 35 years.

• Born & raised in the Tacoma area.  Have been a South Sound resident for over 60 years.

• Married to Mary & father to Amanda, Molly, & Matthew, who are all successful graduates of Bellarmine Preparatory School & Washington State University.  Grandfather to Tessa, Blair, Beau, Lucy, Elle, & Maggie – All residents of the South Sound area.  Lucky me.

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Prior Corporate Experience

• Holroyd Company Inc.

• IDS/American Express

• Weyerhaeuser Community Credit Union

• Farmers Insurance Group

• Allstate Insurance Company

• MetLife 

• Principal Financial Group