Financial Advisors
Allen, TX
Torsten W Holmes is a Financial Advisor with Edward Jones in Allen, TX, specializing in retirement planning, estate & legacy strategies, wealth management, and divorce finances. With certifications as a Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®), Torsten works with clients to develop comprehensive financial strategies tailored to their goals. His team, including Associate Financial Advisor Gwen Fischer, is accepting new clients and offers personalized consultations to help with retirement savings, retirement income planning, charitable giving, and major financial life events.
Ideal for: Business owners planning exits, retirees seeking income strategies, high-net-worth individuals managing wealth, clients navigating divorce finances
Service area: Allen, TX and surrounding Dallas-Fort Worth area
Certified Exit Planning Advisor: Torsten holds the CEPA® credential, indicating specialized expertise in business succession and exit planning strategies for business owners.
Comprehensive Planning Focus: Offers specialized guidance in estate & legacy strategies, divorce finances, and charitable giving—areas that require detailed, personalized planning beyond basic investing.
Local, Accessible Team: Based in Allen with extended office hours (7:30 AM–4:30 PM weekdays) and a dedicated team including an Associate Financial Advisor for personalized service.
Address: 1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013
Phone: (469) 854-6518
Website: edwardjones.com
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