Holistiplan
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Holistiplan is built to make financial advisors radically more efficient. Tax returns reviews that would take 40 minutes can be completed in mere seconds.
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Roger Pine
Co-Founder
Roger Pine
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Kevin Lozer
Co-Founder
Dana S.
Product Manager
Matthew Buser
Enterprise Relationship Manager
Roger Pine, CFA, CFP®
Co-Founder
Torie Happe
Head Of Partnerships
