Colin Holmes
Client Service Associate/Paraplanner
Mr. Holmes joined Towneley Capital Management in 2023 as a Client Service Associate and has since expanded his role to include Paraplanner. In this dual capacity, he is committed to providing an exceptional client experience by combining attentive service with accurate and efficient planning support.
As a Client Service Associate, Mr. Holmes oversees key client service workflows, including new account onboarding, ongoing service requests, and ensuring timely, accurate communication between clients and the advisory team.
In his role as a Paraplanner, he supports the financial planning process by collecting and inputting preliminary data into eMoney, helping to build the foundation of each client’s financial plan. He supports Wealth Advisors by preparing initial planning inputs and materials that help inform plan reviews and ensure alignment with clients’ goals.
Background
Mr. Holmes earned his B.S. in business administration with an emphasis in financial planning from Biola University.
Outside of Towneley
Colin resides in San Clemente and regularly visits the beautiful beaches of Southern California, where he loves to surf. He's an active individual and often engages in pickleball games with his friends.