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Holden V
CFP®, Series 65
Goodlettsville, TN
Vocare Wealth Advisors
Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with Vocare Wealth Advisors and has held prior roles at Raymond James Financial Services Advisors, Total Wealth Planning, and Penn Mutual Life Insurance Co, among others. Vocare Wealth Advisors provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed account programs and customized investment strategies that address estate planning, retirement income, taxes, healthcare, and risk management. The firm emphasizes individualized portfolio management alongside standalone planning and consulting.
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