Starting his career as a retail stock broker, Mr. Holdridge founded his own brokerage firm, B.E. Holdridge Securities and advisory firm, Standard Planning Company. As principal of the brokerage firm, he held licenses as a General Securities Principal, Municipal Securities Principal, Options Principal and Operations and Financial Principal.
Mr. Holdridge earned the designation of Certified Financial Planner in 1984. This designation is awarded upon completion of a course of study covering personal financial planning, investments, risk management, taxation, retirement, and estate planning. The designation demands a strict adherence to a Code of Ethics as well as an ongoing continuing education requirement.
Mr. Holdridge earned the designation of Certified Financial Planner in 1984. This designation is awarded upon completion of a course of study covering personal financial planning, investments, risk management, taxation, retirement, and estate planning. The designation demands a strict adherence to a Code of Ethics as well as an ongoing continuing education requirement.
Services
Your initial meeting ( in person or virtual ) is at no charge. The object of the meeting is to discuss your financial questions, concerns and to determine what areas of planning you need and want help with and how Standard Planning may be able to help. The scope of the work is discussed, as are the potential benefits of having the planning done and an approximation of the time and cost involved.
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