BRYON A. HOLZ, CLU, ChFC, LUTCF, CASL, LACP

 

Founding his practice in 1983, Bryon Holz provides investments and insurance to successful individuals and business owners throughout the Southeast.  Bryon Holz and Associates specialize in wealth accumulation, retirement income, asset preservation, and legacy planning strategies. Their firm's approach to financial services is based on the principle that the customer's needs should always come first.

A graduate and Presidential Scholar of the University of Tampa, his professional education never ends, obtaining numerous designations and certifications over the years including CLU, ChFC, LUTCF, CASL and LACP. The Chartered Financial Consultant (ChFC) curriculum focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation, to help identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to help achieve those goals.  The Chartered Life Underwriter (CLU) credential identifies top professionals involved in the protection, accumulation, preservation, and distribution of the economic values of human life.

The Chartered Advisor for Senior Living (CASL) is one of the industry’s most rigorous and complete senior and retirement designations.  The CASL program is considered one of the most comprehensive curriculum available for financial advisors interested in effectively serving the unique financial needs of seniors.  A Chartered Advisor for Senior Living can provide expert advice on a broad range of financial topics including health insurance, long term care financing, pension planning, trusts, Medicare and Medicaid supplemental planning, financial and estate planning, and more.

In addition, Bryon has earned his LUTCF designation and LACP certification, further evidence of his life-long comittment to learning and better serving his clients.  He has served on several professional association boards including as president of both the Tampa Bay and Florida chapters of the National Association of Insurance and Financial Advisors (NAIFA), and as a National Trustee.  Bryon has also earned life membership in the prestigious Million Dollar Round Table (MDRT*), both NAIFA Tampa Bay and Florida's highest recognition awards. Holz is a graduate of Leadership Brandon and NAIFA's prestigious Leadership in Life Institute (LILI), twice serving as a moderator, and regularly speaks to audiences around the country.

In his spare time, Bryon is very active in his church and community, with a special passion for music, travel, and spending time with family.  He invites you to rock with him on social media including Facebook, LinkedIn, Twitter, Instagram and Pinterest!

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*Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year and remit the required Court of the Table dues to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.