The financial professionals at Foundation Financial Advisors, Inc. have 20 years of experience in the financial services industry. Our primary objective is helping clients attain their long-term financial goals through the ongoing guidance and counsel of a professional financial advisor.
John K. Bacci CFP®, ChFC, CLU, EA
jbacci@ffai.net,
Designations and Education:
Certified Life Underwriter
Enrolled Agent, Internal Revenue Service
Chartered Financial Consultant
CERTIFIED FINANCIAL PLANNER™
Master of Business Administration, University of Maryland
B.A. Economics, Franklin and Marshall College | 1999
1996
1995
1990
1986
1982 |
Employment and Affiliations:
Foundation Financial Advisors, Inc., President
American Express Financial Advisors
Investment Banking Group
Westinghouse Credit Corporation | 1996-Present
1986-1996
1983-1986
1982-1983 |
Community Activities:
People Aiding Travelers and the Homeless (PATH) - President, Board of Directors from 1999 to 2001.
Professional Associations:
National Association of Enrolled Agents
Maryland Society of Accountants
Personal:
John has been working with clients from his Linthicum location since 1986. He is frequestly quoted in the local and national financial media such as the Baltimore Sun, Investment News Daily and more. As an adjunct member of the Anne Arundel Community College, he conducts a variety of classes covering such topics as financial planning, investing, and retirement distribution options.
John is married with two children and lives in Severna Park, Maryland. In his spare time he enjoys team sports, golf and cooking.
John W. Holtzman , CFP®
jholtz@ffai.netDesignations and Education: CERTIFIED FINANCIAL PLANNER™
Series 65 - Registered Investment Adviser Representative
Series 7 - Registered Representative
Bachelor of Business Administration, Loyola College | 1997
1993
1993
1993 |
Employment and Affiliations:
Foundation Financial Advisors, Inc.
American Express Financial Advisors | 1996-Present
1993-1996 |
Professional Associations:
International Association of Financial Planning
John resides in the Canton area of downtown Baltimore with Karen, his wife, and daughter Kaleigh Rose.
Andrew Gorode, CPA
agorode@ffai.net Designations and Education: Certified Public Accountant (Maryland)
Masters of Business Administration, University of Pittsburgh
B.A., Political Science & Psychology, University of Rochester | 1981
1978
1977 |
Employment and Affiliations:
Andrew Gorode, CPA
Epilepsy Foundation, Director of Finance & Administration
Johns Hopkins University, Business Manager of Medical Lib. | 1994-Present
1988-1994
1982-1988 |
Professional Associations:
American Institute of Certified Public Accountants
Maryland Society of Accountants
Andy has two children and lives in Baltimore, Maryland
Foundation Financial Advisors, Inc.
1190 Winterson Road • Suite 160 • Linthicum, Maryland 21090 (410) 691-1100 • foundation@ffai.net
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