Bruce Horowitz
- Role
- President Financial Advisor at Innovative Wealth Strategists
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Bruce Horowitz
Preparing for retirement can be overwhelming. There\'s a seemingly endless maze of…
Experience
President Financial Advisor
Jan 2003 — Present
Innovative Wealth Strategists is an independent financial planning firm that partners with clients to pursue their most important values and goals. Since 1983, we have been instrumental in helping high-net-worth individuals and small businesses preserve, protect, and grow their wealth. Specialties: Retirement Planning, Tax Planning, Investment Management, Estate Planning, Small Business Planning, Charitable Planning and Insurance Planning.
Education
Northeastern University
BS, Business Administration
1979 — 1981
Colgate University
Undergraduate, Business Administration
1975 — 1977
San Diego State University
MBA, Financial Services
1981 — 1982
Skills
- Investment Strategies
- Annuities
- Retirement Planning
- Tax Planning
- Investments
- Asset Allocation
- Estate Planning
- Ira's
- Wealth Management
- Charitable Giving
- Wealth Accumulation
- Retirement
- Insurance Planning
- Investment Advisory
- Wealth
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