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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 in Eugene, Oregon, and previously worked at Impact Investors, Inc., Cambridge Investment Research Advisors, Inc., Protected Investors of America, and Citigroup Global Markets. She also served as a principal advisor at Impact Investors, working there in an investment-related capacity. Holon Wealth Management provides discretionary investment management and project-based financial planning for individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes modern portfolio theory using primarily passive, index-based funds, incorporates ESG assessments, and maintains a unique referral structure with outside managers while managing about $123 million across roughly 60 client relationships.
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