James J. Holtzman,  CFP<sup>&reg;</sup> - Financial Advisor

James J. Holtzman, CFP®

Financial Advisor

Legend Financial Advisors, Inc.

5700 Corporate Dr, Ste 350
Pittsburgh, PA 15237
FINANCIAL ADVISOR'S WEBSITE
(412) 635-9210

General

James Holtzman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legend Financial Advisors, Inc. in Pittsburgh, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources