J.P. Holyoak, Partner/Executive Vice President

J.P. Holyoak was named in the June 16th, 2008 issue of Forbes Magazine to the Goldline Research list of “The Ten Most Dependable Wealth Managers for Women in the United States.”  J.P. is a graduate of the W.P. Carey School of Business and Barrett Honors College at Arizona State University where he received an Honors Business Degree in Economics.  J.P. is an Accredited Investment Fiduciary (AIF) through the Center for Fiduciary Studies and University of Pittsburgh Katz Graduate School of Business.  J.P. is a portfolio and money manager and a significant amount of his time is dedicated to the research and analytics required for the portfolio management of the client assets held with ARMA Financial Services.  J.P. works with high net worth families, divorcees and corporate pension plans throughout Arizona.

J.P. is also a Certified Divorce Financial Analyst (CDFA) and leads the firm’s practice area that is devoted to helping divorced and divorcing individuals make smart financial decisions.

J.P. Holyoak is also very active in the community.  J.P. is an Active Member of the Scottsdale Charros.  J.P. is a Past Active Member of the Scottsdale 20/30 Club and has served on its Board of Directors.  J.P. is a graduate of Scottsdale Leadership, Class of XVIII.  J.P. has also been directly involved with the Marine Corps-Law Enforcement Foundation and has served as Co-Chairman of the Foundations first six fund raising events in Arizona.

J.P. Holds the Series 7, 63, 65, Life and Health Insurance Licenses and is a Registered Investment Advisor.

J.P. and his wife, Jen, have two children and currently live in Scottsdale.  J.P. is a native of Paradise Valley, AZ.

For more information or to schedule an appointment, contact:
J.P. Holyoak at 480-505-4085
JPH@armafinancial.com

ARMA Financial Services, Inc.
18899 N. Thompson Peak Pkwy.
Suite 100
Scottsdale, AZ 85255