- One Team Financial Group, LLC
- Tampa, FL
Richard Holle felt extremely fortunate to grow up in a household that taught me the importance of having a financial plan at an early age. He wanted to join the field because “I want to pass on the knowledge and expertise that I have so that I can help as many people and families as I can and help them live a financial secured life and be able to have an enjoyable retirement”.
One Team Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence and peace of mind.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance.
Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please contact Richard.
MBA, Life Health Annuities 215, CLTC
More About Richard:
Born and raised in Upper Saddle River, NJ.
Attended Mount St. Marys University in Emmitsburg, MD where he played Division 1 lacrosse
and graduated with a Business Major and Minor in Communications.
Attended The University of Tampa and earned a Master’s degree in Business
LICENSES & ACCREDITATIONS
- Certified Financial Planner
- Registered Representative
- Insurance Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management