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Catherine W
CFP®, Series 63, Series 65
Eugene, OR
Holon Wealth Management
Catherine Woodman is a CFP® with 25 years of industry experience. She is the principal advisor at Holon Wealth Management and also serves as a principal advisor at Impact Investors, Inc. Her prior work includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Holon Wealth Management provides discretionary investment management and project-based financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily passive, index-based investment approach integrated with fundamental, technical, and cyclical analysis, along with ESG materiality assessments, and offers ongoing account supervision and proxy-voting aligned with clients’ governance and sustainability goals.
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