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Danny H
CFP®, Series 65
Georgetown, TX
Capital Retirement Planning, LLC
Danny Holder is a CFP® with 19 years of industry experience. He is the principal advisor at Capital Retirement Planning, LLC, where he has worked since 2007. Prior to that, he was affiliated with TLWM Financial starting in 2025. Capital Retirement Planning serves individual investors and participants in employer-sponsored retirement plans, providing fee-based portfolio management and investment consulting. The firm uses an active, technical-based approach focused on trend analysis, risk mitigation, and tailored allocations across various retirement and after-tax accounts.
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