--- title: Insights - Confluence Financial Partners | Randy Holcombe description: The opportunity to make a positive difference in people’s lives is why Randy chose a career in wealth management. He is passionate about helping his clients achieve their goals and cut through the constant noise of the day-to-day financial markets. 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 three children in Ross Township. The family attends New Community Church. Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. --- [![](https://blog.confluencefp.com/hubfs/Blog%20Template%20Assets/cfp-logo-white-green-icon.svg)](https://www.confluencefp.com/) [CLIENT ACCESS](https://clientaccess.rjf.com/) [FORM CRS](https://www.confluencefp.com/form-crs/) - [Our Approach](https://blog.confluencefp.com/insights/author/randy-holcombe#!) - [About](https://blog.confluencefp.com/insights/author/randy-holcombe#!) - [Insights](https://blog.confluencefp.com/insights/author/randy-holcombe#!) - [Careers](https://www.confluencefp.com/careers/) - [Contact Us](https://www.confluencefp.com/contact-us/) × SEARCH THE BLOG - [Our Approach](https://blog.confluencefp.com/insights/author/randy-holcombe#!) - [About](https://blog.confluencefp.com/insights/author/randy-holcombe#!) - [Insights](https://blog.confluencefp.com/insights/author/randy-holcombe#!) - [Careers](https://www.confluencefp.com/careers/) - [Contact Us](https://www.confluencefp.com/contact-us/) Insights - Confluence Financial Partners | Randy Holcombe ![image of blog Randy Holcombe](https://blog.confluencefp.com/hubfs/Blog%20author%20photos/randall_holcombe-e1665070480226-168x180.jpeg) # Randy Holcombe The opportunity to make a positive difference in people’s lives is why Randy chose a career in wealth management. He is passionate about helping his clients achieve their goals and cut through the constant noise of the day-to-day financial markets. 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 three children in Ross Township. The family attends New Community Church. Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. **INSIGHTS** # YOUR TRUSTED SOURCE FOR VALUABLE INSIGHTS LATEST INSIGHT ![](https://blog.confluencefp.com/hubfs/Imagine-That-2023-thumbnail-1024x1024.png) ARTICLES ## [April 23rd](https://blog.confluencefp.com/insights/april-23rd) ![Picture of Mike Roe](https://blog.confluencefp.com/hs-fs/hubfs/pngtree-default-male-avatar-png-image_2811083.jpeg?width=100&name=pngtree-default-male-avatar-png-image_2811083.jpeg) by Mike Roe Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem.......... LATEST PODCAST ![](https://blog.confluencefp.com/hubfs/pngtree-user-avatar-placeholder-black-png-image_3918427.webp) EPISODE ## [April 3rd test post](https://blog.confluencefp.com/insights/april-3rd-test-post) Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem... ![](https://blog.confluencefp.com/hubfs/pngtree-user-avatar-placeholder-black-png-image_3918427.webp) ## BROWSE INSIGHTS: All ARTICLES INSIGHTS PODCASTS VIDEOS ALL AUTHORS Admin Confluence Financial Partners Katie Montagazzi Mike Roe Randy Holcombe Rob Linkowski Sarah Rupp, MS, RD, LDN William R. Winkeler Jr. Clear - ![](https://blog.confluencefp.com/hubfs/Insights.png) Articles ## [Multi-Generational Legacies: Communicating Your Estate Plan](https://blog.confluencefp.com/insights/multi-generational-legacies-communicating-your-estate-plan) ![Picture of ](https://blog.confluencefp.com/hs-fs/hubfs/Blog%20author%20photos/randall_holcombe-e1665070480226-168x180.jpeg?width=100&name=randall_holcombe-e1665070480226-168x180.jpeg) by Randy Holcombe Randy Holcombe No Results [![](https://blog.confluencefp.com/hubfs/Blog%20Template%20Assets/cfp-logo-white-green-icon.svg)](https://www.confluencefp.com/) ### We’re on a mission to help our clients maximize their lives and legacies through thoughtful financial planning, intelligent investing, continual improvement, and exceptional service. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and [Form CRS](https://www.confluencefp.com/form-crs/) for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: [www.adviserinfo.sec.gov.](https://www.adviserinfo.sec.gov/) The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. 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