Rich Holle, a founding partner of WealthPlan Partners, has been an established wealth manager in the financial planning community since the 1990s, when he ran the investment division of First Savings Bank of New Jersey. In 2000, the bank was acquired and they purchased the investment division and formed WealthPLAN Advantage in Bayonne. Rich has been serving Northern New Jersey and New York City ever since.
Rich's vision has become a reality with a business that is built on establishing solid, long term relationships focused on income and wealth goals that span generations.
"We have helped guide our clients through several volatile markets over the past two decades, reminding them to Have Faith...Keep Patient...& Stay Disciplined."
Scope of Work
As a Wealth Manager Rich works with his clients to develop a cohesive strategy designed to address the most complex financial goals and needs. His comprehensive approach covers a wide array of wealth management areas including, investment management, business succession planning, insurance protection, retirement income and estate planning.
Greatest Satisfaction/Responsibility
Rich and his wife Sharon have been married for more than 25 years and have four children: Brooke, Richie, Bridget, and Nicholas. They enjoy spending time together attending their different college and high school sporting events. Rich affectionately refers to his family as Team Holle.
Certificates/Registrations/Designations/Licenses
- Series 7*
- Series 66**
- Series 63**
- Life & Health Insurance Licenses
* Securities registrations held with Securities America
**Financial Planning offered through WealthPLAN Partners, a registered Investment Advisor and separate entity from Securities America.
Home Office:
WealthPlan Partners
140-A LeFante Way
Bayonne, NJ 07002
Phone: 201.437.3100