PENNSYLVANIA OFFICE

Amy Seltzer

Wealth Manager
PENNSYLVANIA OFFICE

Amy Seltzer

Wealth Manager

Amy B. Seltzer is the managing partner/founder of Seltzer Financial Strategies, LLC, located in Altoona, Pennsylvania. Seltzer Financial Strategies, LLC, founded in 2004, is an independent wealth management firm specializing in managing complex financial and risk management needs for individuals, families and institutions. Amy has been a change agent known for adding value throughout her professional career, using her tenacious problem-solving skills, precise analytical thinking and clear communications, and team leadership. All of these traits have served to build lasting relationships with her clients.

Before starting Seltzer Financial Strategies, LLC, Amy was co-founder of the wealth management firm Equity Concept North and served as chief financial officer of Modern Communications/Personal Communications, her family’s communications business, which was expanded into five states and was one of the last privately-owned paging companies sold.

Amy has been hugely successful in an industry dominated by men, and in the process, has helped many women gain financial security and confidence. A consummate financial services professional, Amy holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6,7,63, and 65 and is licensed in 22 states.

Amy’s professional affiliations include:

  • Being the first woman in 101 years to serve on the Lafayette Life Insurance Company’s field advisory committee, of which she served as chairperson in 2010
  • Member, Cambridge Investment Research Premier Club
  • Founding member of WE-LEaD (Women Encouraging Leadership, Education and Development) Blair County Chamber of Commerce
  • Past member of Campaign Council Penn State Altoona
  • Past member of Enactus Penn State Altoona Advisory Board
  • Board of Trustees at Mount Aloysius College
  • One of the original advisory board members to the Home Nursing Agency’s Healing Patch grief program
  • Past president of the Altoona Area School District Foundation

Amy has received numerous professional awards. They include:

  • Named as one of the Top 100 People in Central Pennsylvania in 2008, 2015, 2017 and 2019
  • Recognized as one of the Best 50 Women in Business in Pennsylvania
  • Young Emerging Business Award
  • Saint Francis University Women in Business Advocate of the Year
  • Blair County Chamber of Commerce Athena Award
  • Seltzer Financial Strategies was named as one of the top 100 businesses in Central Pennsylvania in 2015 and 2019
  • Named as one of the “Women Making a Difference” in Central Pennsylvania in 2013, 2015, 2017 and 2018
  • Named a “Women-Owned Business to Follow” in 2016 and 2017

In addition, Amy has supported many community and charitable organizations focused on helping children and families in need, the arts and local athletic teams.

Amy is a graduate of Pennsylvania State University. She resides in Altoona, Pennsylvania, and enjoys spending time with her children and six grandchildren.

Amy's Wealth Advisory Board

Jim Ellis

Wealth Manager

Carlisa Berkheimer

Director of Client Services & Administration

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

David Neumann

Wealth Manager

Andrew Walker

Managing Director & Chief Investment Officer

William Saunders, CFP®

Chief Relationship Builder

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