Our Qualifications

Bryon A. Holz, CLU, ChFC®, LUTCF, CASL, LACP

President, Bryon Holz & Associates
Financial Planner, SagePoint Financial, Inc.
  • Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL), American College, Bryn Mawr, PA, PACE continuing education subscriber
  • Life Underwriter Training Council Fellow (LUTCF)
  • Life and Annuity Certified Professional (LACP)
  • Securities Registration, continuing education required
  • Life, Health & Variable License (2-15), State of Florida, continuing education required
  • Qualifying Life Member, Million Dollar Round Table, The Premier Association of Financial Professionals®, Multiple Court of the Table Qualifications
  • Various company and industry honors including charter membership in company's Future Leaders Conference, numerous National Quality and Sales Achievement Awards, etc.
  • Graduate, Professional Management Institute in Insurance Marketing Management, Purdue University, West Lafayette, IN
  • Graduate and Presidential Scholar, Bachelor of Science in Business Administration, University of Tampa, FL
  • Member of the Financial Services Institute, supporting, preserving and advancing the value of the Independent Financial Advisor
  • Past President, National Association of Insurance & Financial Advisors (NAIFA)-Tampa
  • Recipient, 2006 Dick Cimino Distinguished Service Award (formerly Life Underwriter of the Year), NAIFA-Tampa
  • Past President, NAIFA-Florida
  • Recipient, 2017 C.G. Snead/J.F. Bryan, III Distinguished Service Award (Advisor of the Year), NAIFA-Florida
  • National Trustee, NAIFA
  • Graduate and Former Moderator, Leadership In Life Institute (LILI), NAIFA
  • Graduate, Leadership Brandon Class of 1997, Greater Brandon Chamber of Commerce

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. Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.