John Holtzman is the cofounder of Foundation Financial Advisors, Inc. With more than 20 years' experience, John has earned numerous credentials and designations, including:
- CERTIFIED FINANCIAL PLANNER™ practitioner (1997)
- Accredited Investment Fiduciary® (2011)
- Five StarSM Wealth Manager (2013, 2014, 2015)*
John had a different idea in mind when he cofounded his wealth management practice in 1997. After graduating Loyola University Maryland in 1993 and establishing his career as a financial professional with American Express Financial Advisors, John quickly became dismayed with the conflicts of interest associated with the typical “sales oriented” Wall Street business model.
Today, Foundation Financial Advisors, with more than $400 million in assets under advisement, delivers independent and objective wealth management services to high-net-worth individuals and business entities based on the principle that every recommendation made is dependent solely on the client's individual needs.
John has been invited to speak at several Fortune 500 companies and government entities, including the National Security Agency, with a focus on helping employees integrate their complex benefits packages with their personal financial goals. John resides in the historic neighborhood of Guilford in Baltimore and enjoys spending time with his wife, Karen, and daughters, Kaleigh and Chloe.
John Holtzman is proud to have been recognized as a Summit Club advisor for 2018—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,749 Baltimore wealth managers were considered for the award; 412 (24 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
