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      • JIM HOLTZMAN, CFP®, CPA (inactive)
      • Bill Knight CFP®, AWMA®, PPC®
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Media Quotes

PUBLICATIONS/ARTICLE:

July 2026

Bottom Line Personal featured Jim Holtzman in an article entitled "How Your Emergency Fund Acts as a Personal Form of Insurance"

May 2025

Pittsburgh Tribune-Review Quotes Jim Holtzman in "What's That Old Gold Ring Worth? As Prices Surge, Some Are Looking To Sell, Others Buying Amid Volatile Market"

Bottom Line Personal featured Jim Holtzman in an article entitled "How Much Cash Should I Have On Hand"

November 2024

Financial Advisor Magazine Quotes Jim Holtzman in "Helping Clients Conquer Roth Conversion Misconceptions"

October 2024

Financial Advisor Magazine Quotes Jim Holtzman in "Why End-Of-Year Tax Planning Is Hazy"

January 2024

GOBankingRates Quotes Jim Holtzman in "I’m a Financial Planner: 8 Worst Things To Do With Your Tax Refund"

 

Office

5700 Corporate Drive
Suite 350
Pittsburgh, PA 15237

Contact Info

Phone | (412) 635-9210
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