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Jim Holtzman, CFP®, CPA
Jim Holtzman, CFP®, CPA is an Advisor and Shareholder with Legend Financial Advisors, Inc.® (Legend) and EmergingWealth Investment Management, Inc. Mr. Holtzman has been selected three consecutive times by Medical Economics as one of “The 150 Best Financial Advisors for Doctors in America.” In 2009, Jim was selected 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.
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