John Zeltmann
Wealth Manager at S.F. Ehrlich Associates, Inc.
- Role
- Wealth Manager at S.F. Ehrlich Associates, Inc
- Location
- Madison, NJ, US
- LinkedIn followers
- 500 followers
About John Zeltmann
10 years of experience serving as an independent, fee-only financial adviser. My sole…
Experience
Wealth Manager
Jul 2016 — Present · Westfield, NJ, US
S.F. Ehrlich Associates is a fee-only, independent, wealth management firm. We advise clients on how to invest their financial assets, managing their risks through the use of globally diversified portfolios, and potentially reduce their tax bills through estate planning and tax deferral strategies.Social Security - I like to emphasize the role Social Security plays in a client\'s financial plan. Social Security is not simply an income stream that can assist with paying bills down the road - it\'s a financial asset that deserves a well thought out strategy aimed at maximizing one\'s benefit received.
Education
Fairleigh Dickinson University
Certified Financial PlannerTM Program, Wealth Management
2007 — 2008
CFA Institute
Chartered Financial Analyst® Designation, Investments and Securities
2010 — 2012
Cornell University
Bachelor of Science (B.S.), Hospitality Administration/Real Estate Finance
1998 — 2002
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