Harris Holzberg, ChFC, CLU
Harris Holzberg is the Senior Partner and Chief Investment Officer at Holzberg Wealth Management. He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). He established Holzberg Wealth Management, a fee-only wealth management firm based outside of San Francisco, in 2013. Harris began his career over 40 years ago traveling the country, and teaching the securities licensing exams for stockbrokers and supervisors. Throughout his career, he has worked at many prestigious firms including Prudential-Bache, First Union Securities, Wedbush Securities, and The Equitable Life Assurance Society of the United States. Moreover, Harris has distinguished himself as an expert witness in domestic and international arbitrations testifying in complex securities litigation. Over the last several years, he has also contributed his expertise to help write test questions for the financial advisor licensing exams on behalf of the North American Securities Administrators Association (NASAA).
Marcus is a partner and wealth advisor at Holzberg Wealth Management. Prior to joining the firm, Marcus worked for the private equity and consulting firm, AlphaSights, in downtown San Francisco. From there, he moved to Manhattan working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities including business and legal affairs, financing, corporate consulting, brand relations, and more.