Jim Holtzman

Chief Executive Officer at

Legend Financial Advisors, Inc.

Consumer Services

Finance

Profile

Mr. James J.
Holtzman, CPA, is a Chief Executive Officer, President & Wealth Advisor at Legend Financial Advisors, Inc. He has over two decades of experience providing financial advice to retirement-focused clients, medical practices and businesses.
Prior to joining Legend Financial, Mr. Holtzman obtained a wealth of money management experience.
His 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.
Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management.

Jim Holtzman active positions

Companies	Position	Start
Legend Financial Advisors, Inc. Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk.	Chief Executive Officer	01/05/2001

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Private companies	2
La Roche University La Roche University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Legend Financial Advisors, Inc. Legend Financial Advisors, Inc. Investment ManagersFinance Legend develops and maintains proprietary portfolios. Portfolio allocations are actively (tactically) managed in the interest of targeting specific levels of risk and/or long-term returns. Investment portfolios are developed to attempt to fit client’s long-term desired return goals and appetite for risk.	Finance