Will Holt, CPA, CFP®
North Carolina #25694
Will is a Certified Public Accountant and a Certified Financial Planner™ with more than 20 years of experience in the tax and financial industries. He helps individuals, families and small business owners with tax and financial planning strategies at all stages of their financial lives. His in-depth knowledge and commitment to building long-term relationships with clients, make Will a trusted financial advisor in the Triangle Area.
Will takes pride in establishing strong relationship with clients beyond the boardroom and outside of business communications. He believes that earning a client’s trust means not only sharing expertise, but getting to know them personally as well as professionally. Understanding a client’s personal short and long-term goals, allows Will to create a plan that helps achieve their financial dreams.
Born and raised in North Carolina, Will has lived in Raleigh-Durham for more than 30 years. He started his career in public accounting where he helped both individuals and small business owners with strategic tax planning, including finding unused deductions and optimizing tax credits. After 10 years as partner in a local accounting firm, Will decided to bring his tax expertise to the world of financial planning and start helping clients reach their financial goals.
In 2006, Will joined Financial Symmetry and has been helping clients invest wisely, manage their money, plan for retirement and find solutions for complex tax strategies ever since. As a fee-only financial advisor, Will brings unbiased value to client relationships. He knows that clients have peace of mind when their financial well-being is being managed by a professional who believes that successful financial planning is more than just investment performance.
If retirement is a priority, planning is a must. Will can help create a plan that shows how to transition from retirement savings to retirement income. He’ll help fund a long-lasting retirement income by creating a steady cash flow using all available income sources such as personal savings, employer pension plans and social security.
When he’s not in the office, Will enjoys staying active with his wife and two children. They enjoy spending time outdoors camping and fishing. Will is a Den Leader for his son’s Cub Scouts troop and a member of a father-child tribe with his daughter in the YMCA Y Guides. His family also loves music and attends festivals in Wilkesboro and Chatham County. As a graduate of NC State University, Will supports the Wolfpack at local sporting events.
If you have questions about tax strategies or retirement planning, contact Will and let him help you start working towards financial success. You can reach him by email: firstname.lastname@example.org or by phone: 919-851-8200 ext. 203.