Updated: May 2
Real advisors add Tax Alpha! Kevin Lozer's company, Holistiplan, is committed to helping the advisor community deliver better client outcomes with streamlined tax planning. We are going to nerd out a little on this episode of The Resilient Advisor.
Kevin Lozer, CFP® is co-founder of Holistiplan and has been a CFP professional and financial planner for 12 years. Before creating Holistiplan with co-founder Roger Pine, both Kevin and Roger owned and operated their own mid-sized financial planning firms. As firm owners, they were constantly looking for scalable ways to deliver financial planning to more people.
Kevin and Roger created Holistiplan to help financial planners serve more people that need comprehensive financial planning in all stages of life. In addition to creating Holistiplan, Kevin owns a small solo financial planning practice in Northern Virginia and is a regional board member for the National Association of Personal Financial Advisors (aka NAPFA).
Sound Bites From The Interview
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