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7634168226
amyholewa.com
aholewa@fdg-advisors.com
Amy Holewa
11272 86th Ave N, Suite B, Maple Grove, Minnesota, 55369


Bio

As an independent financial planner with over 15 years of experience, my business involves assisting clients with the areas of budgeting, risk evaluation, investments, taxes, retirement planning and estate planning. I am a Certified Divorce Financial Analystand Certified Financial Planner, each requiring continued education in divorce analysis and financial planning. 

In 2012, I decided to expand the focus within my financial planning practice to include helping clients deal with the challenging financial issues of divorce and help them avoid common financial mistakes made during the process. Divorce can be the most emotionally and financially devastating period in someones life and is typically the largest financial transaction most people will ever experience.  I provide education and support during the difficult decision making process in order to help clients make rational and informed decisions that are in alignment with their dissolution goals.

Securities offered through Royal Alliance Associates, Inc. –  Member FINRA/ SIPC.  Advisory services offered through Financial Dimensions Group, Inc., a Registered Investment Adviser not affiliated with Royal Alliance Associates, Inc. Registered branch telephone – 763-416-8207.

 

 

Training
YearTraining TypeInstructorHours
2012 The New Collaborative Experience. Edina, MN Collaborative Law Institute of Minnesota 0.00
Education
Undergraduate Education: Bachelor of Business Administration Concentration in Finance – University of Minnesota Duluth 1995
Professional Licenses

Certified Financial PlannerKaplan Financial Certificate Program in Financial Planning 

Certified Divorce Financial AnalystInstitute for Divorce Financial Analysts 

 

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