MH
CFP
MH
CFP

Michael Hollars

20 Years of Experience
Sunnyvale, CA

Michael Hollars is a CFP-designated registered investment advisor at Client First Finance LLC, based in Sunnyvale, CA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 49 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$400/hr
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Location

Sunnyvale, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Client First Finance LLC
August 2005 - Present · 20 yrs 8 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.