Steven Holtz

Steven Holtz is the founder and owner of Holtz Insurance Services, a full-service insurance agency located in Los Angeles, California. Having been in the financial services business for almost 39 years, Steven is both a certified financial planner and chartered life underwriter and is eminently qualified to assist clients in their quest for financial security and wealth accumulation. He has expertise in a number of different areas including estate planning, retirement planning, employee benefits, long term care planning, and college funding.

A native of Los Angeles, Steven graduated from UCLA with a Bachelor of Science degree and entered the life insurance business shortly thereafter. He enjoys working with and assisting a wide variety of clients, including professionals, executives, business owners and many others. From the beginning, his motto has always been to “put the client’s interests first” and to deliver the highest level of service, both personally and through his agency.

Steven has been a member of the National Association of Insurance and Financial Advisors and the National Association of Health Underwriters for over 30 years. He is a best-selling author, having co-authored The Secret to Lifetime Financial Security. Steven also regularly donates his time to a variety of charities in the Los Angeles area and is a member of his local chamber of commerce.

Steven is married to his lovely wife, Vicki, and together they have raised two beautiful children. Besides spending as much time as possible with his family, Steven is an avid reader and likes to keep up with current events, sports and politics. He enjoys many outdoor activities, including walking and hiking with his family’s Labrador retriever, sailing, gardening, and travel.