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 o