Justin Holtz, CFP®

Captain
DISC Type : DS

Founder, CFP® at District Financial Advisors

Purcellville, Virginia, United States

Overview

Justin Holtz is the Founder and a Certified Financial Planner® at District Financial Advisors. He specializes in providing comprehensive financial planning and portfolio management for federal employees and high-achieving families, leveraging his finance degree from Penn State University to inform his strategies.

Outside of his professional work, Justin is an outdoor enthusiast who enjoys hiking. He particularly appreciates spending time in the Shenandoah Valley, embracing the natural scenery of the region.

His firm is uniquely focused on the complex financial decisions faced by federal government employees during their career and in retirement.

Personality Overview

Dynamic But Sincere

Planner & Achiever

Long-Term Thinker

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Federal Employee Retirement
His content and expertise are heavily focused on the specific retirement challenges and opportunities for federal employees, including TSP, VERA, and survivor benefits.
Holistic Financial Planning
He focuses on building comprehensive financial plans for families, covering everything from investment strategy and retirement to transitional life phases like career changes.
Wealth Management
A core part of his service offering is portfolio management and investment strategy designed to help families build and sustain wealth.

Media Appearances

Interview with Justin Holtz, CFP, Managing Director, District Financial Advisors (DFA). Featured in FedChoice Gives

See Now

Work History

4-2008
Founder, CFP® at District Financial Advisors
4-2008
CFP®, Wealth Management Advisor at LPL Financial
1-2001 - 4-2008
CFP® at Next Financial

Education

Finance from Penn State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Purcellville, Virginia, United States Job Level : Leadership Designation : Founder, CFP® at District Financial Advisors
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Insights For Selling To Justin

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Justin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Justin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Justin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Justin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Justin

Personality Compatibility


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