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JIM HOLTZMAN, CFP®, CPA

Jim Holtzman, CFP®, CPA is a Personal Chief Financial Officer (Personal CFO) and Shareholder with Legend Financial Advisors, Inc.®  (Legend) and EmergingWealth Investment Management, Inc.  Mr. Holtzman has been selected six consecutive times by Medical Economics as one of “The 150 Best Financial Advisors for Doctors in America” and three times by Dental Practice Report as one of “The Best Financial Advisors for Dentists in America”.  Jim has also been previously selected twice by Pittsburgh Magazine as one of the Pittsburgh area’s FIVE STAR Wealth Managers, a list that represents the most elite financial advisors in Pittsburgh.  Mr. Holtzman was selected by Pittsburgh Business Times as one of the 2013 Fast Tracker's, which honors leaders in the Pittsburgh area's business community who've had a significant impact on the growth of their organization.  Jim was also selected as a La Roche University Distinguished Alumni Circle Award Winner for 2014.  

As a Personal CFO, Jim assists all types of clients with their financial planning and investment needs.  Jim has extensive experience providing financial advice to retirement-focused clients, medical practices and businesses.  Jim’s responsibilities at Legend include meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates.  His areas of concentration include investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning and education planning.

Mr. Holtzman is a member of the firm’s financial planning, investment management, and advanced technology and education committees.  Jim also serves as the firm’s Income Tax and Education Funding and Planning Specialist.  Mr. Holtzman’s previous professional experience includes employment with various CPA and Financial Advisory organizations where he provided tax, accounting, auditing and financial consulting services to individuals and businesses.  Jim has also provided financial advice to various Fortune 500 and public company executives.  Jim’s responsibilities at Legend include meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates.  His areas of concentration include investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning and education planning.

Mr. Holtzman graduated from La Roche College with Bachelor of Science degree in Accounting as well as in Administration and Management.  Jim is a member of the Financial Planning Association (FPA), the Pennsylvania and American Institute of Certified Public Accountants (AICPA) and The Economic Club of Pittsburgh.  He is also a graduate of the Pittsburgh Leadership Development Initiative, which provides young leaders with the tools necessary to affect positive change in the Pittsburgh region, and Pittsburgh Leadership Onboard Programs.  Jim also serves on the La Roche College Executive Board of the Alumni Association, is a member of Pittsburgh Cares, and is a former member of the Finance Committee for the Pittsburgh Downtown Partnership.

 

Mr. Holtzman was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered Section 529 Plan Consultant through the www.savingforcollege.com Website.

 

Jim was profiled for the cover story of the March 2006 issue of Equity, a publication that focuses on financial and practice strategies for today’s physician, and is received by a readership of over 25,000 physicians across America.  Jim has also written articles for publications including SmartBusiness Pittsburgh and the Pittsburgh Business Times.  He has also been quoted in The Wall Street Journal, The Wall Street Journal Online, MSN Money, CBS Marketwatch, Pittsburgh Post-Gazette, Bloomberg Wealth Manager, Financial Planning Magazine, Financial Advisor Magazine, National Underwriter, Money Magazine, SmartMoney, Investment News, Physician’s Personal Advisory, and in Bottom Line Personal.  Jim has been interviewed on CNNfn’s “Your Money” and “Business Unusual,” as well as WPXI-TV’s “Our Region’s Business” television programs.  He has also been a guest speaker on various radio and Website broadcasts including “The American Entrepreneur” Radio Show (www.taeradio.com), “The American Entreprenuer” CBS Radio, E*Trade On-Air and “The Wealth Advisor” Show on WALE radio.  On a number of occasions, Jim has been requested to speak on investing and financial planning topics at various Rotary Clubs.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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