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Steven L. Holtz, CLU, CFP
Serving Individuals & Families Seeking Risk Free Methods to Grow & Protect Their Wealth | Leveraging Bank on Yourself & Infinite Banking Strategies | Medicare & Social Security Guidance | Employee Benefit Planning
Steven L. Holtz, CLU, CFP, is a dedicated professional with a wealth of expertise in the financial services industry. With notable credentials including CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner), Steven is licensed in California under insurance license number 0533942. His specialties encompass a wide range of financial services, including group and individual health insurance plans, life insurance plans, human resources, income protection, Long Term Care insurance, and risk reduction. Throughout his career, Steven has established himself as a trusted expert in the field.
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Location
Los Angeles, California, United States
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See who you know in common with Steven L.