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

NAPFA Start Date

September 09, 2019

Submit
Submit

This Office

5700 Corporate Dr Ste 350 Pittsburgh, PA 15237-5856 Phone: (412) 635-9210 Fax: (412) 635-9213