Holly Gillian Kindel
Investment adviser representative at Prospettiva Financial
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$128.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Prospettiva FinancialJul 2019 to now
- Delphi CoachingJan 2007 to now
- Occidental Asset Management, LLCMay 2018 to Jun 2019
- Mosaic Financial Partners, Inc.Feb 2000 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prospettiva Financial
Legal name: Prospettiva Financial LLC
$128.7MAssets managed
294Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836007
- Firm CRD
- 148760