James Holtzman (CFP®)

James Holtzman focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Baby Boomers
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
September 09, 2019