About Us

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 Tampa Bay.  Bryon Holz and Associates specialize in asset preservation and wealth conservation strategies. Their firm's approach to financial services is based on the principle that the customer's needs should always come first.

A graduate of the University of Tampa with a B.S. in business management, Bryon has complimented his education in the industry by obtaining the CLU and ChFC designations from the American College in Bryn Mawr, Pennsylvania. The CLU is the professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. Furthermore, the ChFC program 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.

Bryon's most recent designation, the Chartered Advisor for Senior Living (CASL), we believe, is one of the industry’s most rigorous, most complete senior and retirement designation, and is currently accepted for use by every jurisdiction in the United States and meets the standards of all regulatory bodies.  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. Once the program is completed, 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 from the Life Underwriting Training Council, and has served on several professional association boards including as president of both the Tampa and Florida affiliates of the National Association of Insurance and Financial Advisors (NAIFA) and national trustee. Bryon has also earned numerous industry and company awards including life membership Million Dollar Round Table, the NAIFA-Tampa's 2006 Dick Cimino Distinguished Service Award, and many others. Holz is a graduate of Leadership Brandon and NAIFA's prestigious Leadership in Life Institute (LILI).

In his spare time, Bryon is active in his church and community, and has a special passion for music and spending time with his family.