James J. Holtzman Named CEO, President And CCO At
JAMES J. HOLTZMAN NAMED CEO, PRESIDENT AND CCO
AT LEGEND FINANCIAL ADVISORS, INC.®
| Contact: | Dan Kleck |
| Company: | Legend Financial Advisors, Inc.® |
| Address: |
5700 Corporate Drive, Suite 350 Pittsburgh, PA 15237 |
| E-mail: | This email address is being protected from spambots. You need JavaScript enabled to view it. |
| Telephone: | (412) 635-9210 |
| Date: | January, 2023 |
FOR IMMEDIATE RELEASE
JAMES J. HOLTZMAN NAMED CEO, PRESIDENT AND CCO
AT LEGEND FINANCIAL ADVISORS, INC.®
Pittsburgh, Pennsylvania – Legend Financial Advisors, Inc.® (Legend) is pleased to announce that, Wealth Advisor, James J. Holtzman, CFP®, CPA (inactive), has officially been appointed new CEO and President of the firm. Jim also serves as the firm’s Chief Compliance Officer (CCO).
Jim has more than two decades of experience providing financial advice to retirement-focused clients, medical practices, and businesses. In addition to being a Certified Financial Planner, Jim is also a Certified Public Accountant (inactive). This wealth of expertise supports Jim as he leads Legend’s wealth advisory team in serving clients in many areas including: investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning and education planning. Jim’s vast experiences have prepared him to lead the Legend team and continue the firm’s successful journey into the future.
Mr. Holtzman graduated from La Roche University with Bachelor of Science degree in Accounting as well as in Administration and Management. Jim is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), the nation’s largest Fee-Only professional organization. Jim is also a member of the Financial Planning Association (FPA), the Pennsylvania Institute of Certified Public Accountants (PICPA) and the American Institute of Certified Public Accountants (AICPA), and the Pittsburgh Civic Leadership Academy. 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.
Please Click Here to view the biography of James J. Holtzman, CFP®, CPA (inactive).
Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides personalized Wealth Management services including Financial Planning and Investment Management strategies to individuals and families, business entities, medical practices, and retirement plans.