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Thomas B. Holding, CFP®, CLU®, CRPC®

Thomas B. Holding, CFP®, CLU®, CRPC®

Financial Planner

Thomas B. Holding, CFP®, CLU®, CRPC® has obtained multiple professional designations since graduating from Miami University in Oxford, Ohio in May 1985 with a degree in Business and Majors in Finance and Marketing.

Tom holds Series 6, 7, 24, 26 and 63 securities registrations. He has earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification)  and Chartered Life Underwriter (CLU®) and Chartered Retirement Planning Counselor (CRPC®) designations.  He is also a Past President of the Financial Planning Association (FPA) of Greater Cincinnati.

He is very active in his community and has served on the Boards of the Northern Cincinnati Foundation and the Chamber Alliance of West Chester/Liberty. Tom lives in Liberty Township, Ohio with his wife, Eleanor, and together they have four children, Brett, Lydia, Thomas, and Anne.