George Hartzman began working as a Financial Advisor in 1993, taught CPA and attorney continuing education and has been an independent fiduciary since 2012.
A fiduciary relationship requires an advisor to act in a client’s best interest.
Objective; Leave others better off for my having existed
Hartzman Tax & Fiduciary
Jan 2007 - Present; Greensboro, North Carolina
- Tax Preparation, Contrarian Financial Consulting, Investment, College & Estate Planning, Debt, Property & Business Consigliere Advisory, Healthcare, Home, Auto and Business Assurance Consulting
- AFSP Record of Completion and Quickbooks Certified ProAdvisor (2020)
- Authorized PTIN and IRS e-file provider
- Federally Facilitated Marketplace (FFM) Certification
- America’s Health Insurance Plans (AHIP) Certification
- Investment and Qualified Retirement Plan Consulting
- Developed low cost retirement plan adopted by the City of Greensboro, saving Greensboro 457 retirement plan participants $391,000 per year (2017)
- Author of "Healthcare Audit," an analysis of Private, ACA and Medicare plans, aimed at determining how to identify cost-effective options and "Think, What to Do Now, Retirement Plan Fiduciary & Investor Guide" for CPA and Attorney Continuing Education Symposiums
- Greensboro Shepherd's Center Instructor; Senior Citizen guest lecturer and group interaction facilitator covering economics and local politics
- Author of "Too Connected to Jail", documenting events which took place during the Great Financial Crisis of 2007-2009 within the political, regulatory, banking and investment advisory industries
Vice President/Investments; Wells Fargo Advisors
Mar 2003 - Oct 2012; Greensboro
- Hartzman Tactical Allocation Discretionary Portfolio Manager
- Top 1% client account performance firm wide (2008)
- Foresaw and successfully navigated the 2007-2009 financial crisis
- Internship Manager
Senior Financial Consultant; Merrill Lynch
May 1997 - Mar 2001; Greensboro
- Top quintile client account performance firm wide through dot.com bubble
- 2000 Masters and Executive Club winner
Investment Broker; J.C. Bradford & Company
Apr 1994 - May 1997; Greensboro
- Top rookie producer
- Developed fundamental and technical analysis based investment strategy
1982 - 1993; Student, Athlete, Cashier, Gas Station Attendant, Tire Tech, Dish Washer, Cook, Ride Operator, Laborer, Mechanic Apprentice, Courier, Waiter, Limousine Driver and Bartender.
Fastpitch Softball Coach
2006 - 2012
- 2008 City of Greensboro Champions, Killer Tofu
- Assistant Coach; Lincoln Middle and Grimsley High Schools
Education; Frostburg State University
1987 – 1991; Frostburg, Maryland
- Bachelor of Science Degree
- Double majors in Philosophy/Concentration in Logic
and Speech Communication/Rhetoric
- Minor in Public Relations
- Maryland Real Estate License
- President and Treasurer; Delta Phi Omega
- Club Lacrosse
