Investment & Resource Planning
Investment & Resource Planning (CRD# 117604) is a financial advisory firm headquartered in Fairfax, VA. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Glenn Holtje (CRD# 249281) is an Investment Advisor Representative working at Investment & Resource Planning in Mclean, VA and has over 33 years of experience in the finance industry. Glenn Holtje has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Deborah Marson (CRD# 3146654) is an Investment Advisor Representative working at Investment & Resource Planning in Mclean, VA and has over 19 years of experience in the finance industry.