Company Information:
Bob Holtzman is a CERTIFIED FINANCIAL PLANNER™ practitioner. Bob works with clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everday and long-term financial questions, and is personalized to meet the needs of high net worth individuals and small business owners. Specialties List: Personal Financial Planning. Small Business Retirement Plans (401 (k), SIMPLE, SEP). Executive Compensation & Benefits Strategies. Wealth Preservation, Business Transition, & Estate Planning Strategies.

Region:
Tampa Bay Area