Randall J. Holcombe, CFP®

Wealth Manager

The opportunity to make a positive difference in people’s lives is why Randy Holcombe chose a career in wealth management. He is passionate about helping his clients achieve their goals and enjoys sharing his knowledge of markets and investments with them to enrich their experiences.

Randy has built relationships as a trusted advisor to his clients through his work ethic, diligence, and attention to detail.  Prior to joining the Confluence team, Randy gathered experience as an equity analyst for Motley Fool and Seeking Alpha.  He earned his finance degree with honors from Grove City College.

Outside the office, Randy enjoys spending time with his family and being outside as much as possible.   An avid hockey fan, this Wisconsin native can often be found at the Pens game or playing hockey at a local rink.  Randy lives with his wife, Melanie, and their son in Shaler. The family attends H2O Church.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™  and CFP® in the U.S.

 

Meet Randy's Team

Gregory J. Weimer

Partner, Confluence Financial Partners

James A. Wilding

Partner, Confluence Financial Partners

Brandon Corlett

Associate Financial Advisor

Morgan Lee

Client Service Associate

Katie Montagazzi

Wealth Manager

Neil P. Rongaus, CFP®

Wealth Manager

Gregory J. Weimer II, CPA

Wealth Manager

Chuck Ziants

Wealth Manager