Grant Holdren, CFP®, CLU®
President, 2017, 2018, 2019, 2020 Five Star Wealth Manager
Grant Holdren is the President of Allied Financial Advisors, LLC. He is a Certified Financial Planner® (CFP®) and Chartered Life Underwriter ® (CLU ®). He also holds his Life and Health Insurance licenses and his securities registrations (Series 7, 63, & 65). Grant has served clients in the financial services industry since 2003.
Grant met his wife, Jennifer, at the University of Richmond where he graduated with a business degree. They reside in Flourtown, PA with their two children and boxer, Tank.
Grant previously coached baseball and basketball at his alma mater, Holy Ghost Preparatory School. He now enjoys coaching baseball and softball for his children through Springfield Little League.
During the next pandemic, Grant plans to focus on becoming a better cook and learning how to play any instrument.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com