Holly C. Wanegar, CFP®

“At WHZ, we believe financial planning is about more than managing assets. It is about helping people live well and delivering a tailored approach to each clients’ situation. We partner with individuals and families through every stage of life, providing comprehensive, holistic guidance that brings clarity, confidence, and purpose to financial decision-making. As a team, we are committed to building lasting relationships, delivering exceptional value, and coordinating every aspect of our clients' financial lives so they can focus on what matters most.”

Holly Wanegar is a CERTIFIED FINANCIAL PLANNER® professional and Vice President, Associate Financial Advisor at WHZ Strategic Wealth Advisors. Since entering the financial services industry more than a decade ago, she has dedicated her career to helping clients simplify financial complexity and create strategies that support both their financial well-being and life aspirations.

Holly joined WHZ in 2019 and has served in a variety of leadership and advisory roles before becoming Vice President, Associate Financial Advisor. Her experience spans financial planning, investment management, trust administration, estate settlement services, wealth management operations, and client relationship management. Prior to joining WHZ, she worked with high-net-worth individuals at U.S. Trust and People's United Bank, developing a deep appreciation for the importance of personalized advice and exceptional client service.

Today, Holly works with individuals and families across all life stages, from young professionals building a foundation for financial success to retirees focused on preserving wealth and creating lasting legacies. Her planning process is comprehensive and collaborative, integrating cash flow management, retirement planning, tax strategies, estate considerations, risk management, and investment planning into a cohesive framework designed around each client's unique goals and values. She believes that financial planning is about far more than numbers. It is about creating confidence, reducing uncertainty, and helping clients live the lives they envision.

Known for her approachable style and commitment to building meaningful relationships, Holly takes pride in being a trusted resource and advocate for her clients. Whether guiding a major life transition, coordinating complex planning needs, or helping clients stay on track toward their goals, she remains focused on delivering exceptional value, proactive guidance, and an unwavering commitment to their success.

When Holly is not in the office helping clients, she enjoys spending time with family and friends, hiking with her dogs, and traveling to all parts of the world experiencing new cultures, landscapes, and cuisine.

Browse Blog Posts by Holly