Hartzman Tax & Fiduciary: About George Hartzman

6/14/24

About George Hartzman

George Hartzman began working as a Financial Advisor in 1993, taught CPA and attorney continuing education outlining the issues leading to 2007-9's economic upheaval before they occurred 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

Greensboro office at Lake Jeanette

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IRS Circular 230 Disclosure

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