Call Now: (727) 724-3334 / Meet With Us / Client Login

Our Team

Our mission is to help our clients make the best decisions for their investments, income tax and estate planning needs.

Raman Singh

Certified Financial Planner

Raman Singh, CFP® has been in the wealth management industry for 8 years. He completed his Bachelor’s in Finance from the University of Houston. He started his career at Morgan Stanley in Houston, Texas with an expertise focuses on Retirement Income Planning and Portfolio Analysis.  Raman completed his CFP® curriculum at Rice University and became a Certified Financial Planner™ in 2016.  Raman is skilled in discussing and implementing savings strategies, long-term planning towards retirement, risk management, tax planning, and legacy while keeping clients disciplined to reach their ultimate goal of financial freedom. Raman also holds his Florida Life & Health License as well as his Series 65 license.  Raman currently functions as an extension of Steve Holland by working with The Holland Group’s clients to review and analyze their comprehensive financial plans.  Raman was born in India, grew up in Houston, Texas, and moved to the Tampa Bay area in 2015.  During his free time, Raman loves spending time with his family and two German Shepherds at the beach or hiking trails.  Raman enjoys volunteering with Habitat For Humanity and is involved with Suncoast Sierra Club.