Holly
Kindel
Prospettiva Financial
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About this Advisor
Holly Kindel is a certified financial planner based out of San Francisco, California with a total of 4 years of industry experience. Kindel is an employee of Prospettiva Financial. During their career, Kindel has held roles at Prospettiva Financial, Mosaic Financial Partners, Inc, Occidental Asset Management, LLC and Delphi Coaching. Kindel holds a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in California and Texas. Prospettiva Financial is a registered investment company that has its headquarters in San Francisco, CA. The firm has offices in three locations and just three employees. It handles $94 million in total assets between its 300 customer accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 300 client accounts, 68% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which service is provided. Fees charged by Prospettiva Financial can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prospettiva Financial Brokerage Details
$93,803,857
3
300
$312,680
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Holly Kindel Work History
Holly has been registered as a financial advisor for 4 years.*
Prospettiva Financial
Delphi Coaching
Occidental Asset Management, LLC
Mosaic Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Holly Kindel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prospettiva Financial
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
