James J. Holtzman CFP®, CPA (inactive)
James J. Holtzman, CFP®, CPA (inactive), is the CEO, President and Wealth Advisor with Legend Financial Advisors, Inc.® (Legend). He enjoys working with clients to discover their financial goals and develop a plan to help them achieve financial success.
Jim has more than two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses. Jim also serves as the firm’s Income Tax and Education Planning Specialist and is also one of the firm’s Retirement Planning Specialists.
In addition to being a Certified Financial PlannerTM, 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: meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates. His expertise includes investment management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning and education planning.
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.
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 a member of the XY Planning Network, a leading organization of fee-only advisors who are focused on working with Generation X and Generation Y clients. Jim is a member of FeeOnlyNetwork.com which elevates the visibility of fee-only financial advisors. Jim is also a member of the Financial Planning Association (FPA), the Pennsylvania Institute of Certified Public Accountants (PICPA) and American Institute of Certified Public Accountants (AICPA). Jim is a former member of The Economic Club of Pittsburgh and a graduate of 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. Jim also serves on the La Roche University 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 Equity Magazine, a publication that focused 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, MSN Money, Marketwatch, Pittsburgh Post-Gazette, Bloomberg, Financial Planning Magazine, Financial Advisor Magazine, 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 several radio broadcasts. On a number of occasions, Jim has been requested to speak on various investing and financial planning topics for various audiences including professional groups, educational institutions, investment clubs, rotary groups, senior citizen groups, medical societies, and other non-profit organizations and foundations.
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