Holly Galbrecht, CFP®, RICP®

Pronouns: she/her

Wealth Manager

Holly began her career working in marketing retail and institutional investment products, where she learned about different investment styles and vehicles. But what she took away most from the experience was that her passion really lies in advising individuals and helping them develop their financial plans. Nearly two decades later, she is still just as passionate about helping her clients understand how she can work with them to reach their financial goals. She is most fulfilled when she can help find solutions that respond to a client’s unique circumstances and share ideas that the client may not have thought about.

Before her start at LNW in 2006, Holly worked at Wells Fargo Bank as marketing manager for mutual funds, and later at Wells Capital Management as marketing manager for institutional investments. Holly previously served on the Board of Directors of the Financial Planning Association (FPA) of San Francisco and edited the FPA newsletter. A strong believer in financial literacy, Holly volunteers for the FPA’s annual Financial Planning Day and other pro bono financial planning and literacy events. Holly volunteers serving elders with Little Brother Friends of the Elderly.

What I try to bring to every client engagement is a sense of caring and responsiveness, combined with diligence and innovation.
Designations and Education
  • Retirement Income Certified Professional®
  • Master’s in International Management, University of St. Thomas Graduate School of Business
  • B.S. and B.A. in Journalism and English, Bemidji State University
Personal Passion

Took a year break in between jobs, and spent that time traveling in Latin America, learning Spanish and doing volunteer work. Taking advantage of the many arts events that San Francisco offers, including the theatre, opera, museums and the annual Silent Film Festival.