Jim Holtzman

James J. Holtzman

CFP®

CPA is an Advisor and Shareholder with Legend Fina

Inc.® (Legend) and EmergingWealth Investment Manag

Inc. Mr. Holtzman has been selected three consecut

Jim was selected by Pittsburgh Magazine as one of

a list that represents the most elite financial ad

investment management

advanced technology and education committees. Jim

accounting

auditing and financial consulting services to indi

researching client issues

and preparing and presenting financial planning ca

estate planning

stock option exercise planning

insurance

retirement planning and Section 529 Plans.

Mr. Holtzman graduated from LaRoche College with Bachelor of Science degree in Accounting as well as in Administration and Management. Jim is a member of the Financial Planning Association (FPA) and the Pennsylvania and American Institute of Certified Public Accountants (AICPA). He is also a graduate of the Pittsburgh Leadership Development Initiative

which provides young leaders with the tools necessary to affect positive change in the Pittsburgh region

and Pittsburgh Leadership Onboard Programs. Jim also serves on the LaRoche College Board of Governors

is a member of Pittsburgh Cares

and is a former member of the Finance Committee for the Pittsburgh Downtown Partnership. Mr. Holtzman was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered Section 529 Plan Consultant through the www.savingforcollege.com Web site. Jim was profiled for the cover story of the March 2006 issue of Equity

a publication that focuses on financial and practice strategies for today’s physician

and is received by a readership of over 25

000 physicians across America. Jim has also written articles for publications including SmartBusiness Pittsburgh and the Pittsburgh Business Times. He has also been quoted in The Wall Street Journal

The Wall Street Journal Online

MSN Money

CBS Marketwatch

Pittsburgh Post-Gazette

Bloomberg Wealth Manager

Financial Planning Magazine

Financial Advisor Magazine

National Underwriter

Money Magazine

SmartMoney

Investment News

Physician’s Personal Advisory

and in Bottom Line Personal. Jim has been interviewed on CNNfn’s “Your Money” and “Business Unusual

” as well as WPXI-TV’s “Our Region’s Business” television programs. He has also been a guest speaker on various radio and web site broadcasts including “The American Entrepreneur” Radio Show (WMNY 1360 AM)

“The American Entreprenuer” CBS Radio

E*Trade On-Air and “The Wealth Advisor” Show on WALE radio.