Rich Holle

Richard J. Holle Jr.
Wealth Manager/Founding Partner
rich.holle@wealthplan.partners
888-707-3847

RichRich Holle, founding partner of WealthPLAN Partners, has been an established authority in the financial planning community since the 1990s, when he and Greg Nardolillo 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
I believe in meeting with clients regularly to determine if they are continuing to move into the direction of achieving their goals. We continue to educate them always remaining sensitive to their financial expectations. Our responsibility is to ensure all “stay the course” and do so with a minimum of emotional pain. The focus should always be on the client’s and their goals, not the day to day performance of their portfolio.

Personal
Rich and his wife Sharon have been married for more than 20 years and have four children Brooke, Richie, Bridget, and Nicholas. They enjoy spending time together attending their different college, high school, and middle school sporting events. Rich affectionately refers to his family as Team Holle.

Certificates/Registrations/Designations/Licenses

  • Series 7*
  • Series 65*
  • Series 63*
  • Life & Health Insurance Licenses

 

 

*Securities Registrations held through LPL Financial. WealthPLAN Partners and WealthPLAN Advantage are separate entities from LPL Financial.