Bruce Horowitz is the Founder and President of Innovative Wealth Strategists. Since 1983, he has been instrumental in helping high net worth individuals and small businesses preserve, protect and grow their wealth. Bruce helps bring clarity out of confusion and offers holistic, customized, conflict-free advice.
Bruce has conservative roots having been raised in Boston, Massachusetts. He graduated from Northeastern University in Boston after completing undergraduate work at Colgate University. In 1982, Bruce received his MBA in Financial Services from San Diego State University. He holds the Accredited Investment Fiduciary (AIF®) designation and has been named a 2013 FIVE STAR Wealth Manager**. Bruce holds the Qualified Kingdom Advisor™ designation from Kingdom Advisors*, a national organization of Christian financial professionals integrating faith and practice.
Bruce started his career working in the real estate industry, analyzing and packaging properties to sell to investors. He also did real estate consulting and obtained the prestigious MAI designation. He completed valuation and market studies on major commercial properties throughout the Western United States. Bruce then transitioned into the financial planning arena working with Cigna where he was trained to consult with multi-millionaires doing sophisticated estate, investment, tax and business succession planning.
Bruce has given numerous educational presentations, published many articles and opinions and hosted his own radio show aptly titled “Making Cents of Financial Nonsense”. Bruce and his wife, Dale, have two children and 3 grandchildren. He is a nationally ranked tennis player and strives to live the healthiest life possible. He believes in the principle of giving and dedicates both his time and resources to help improve people's lives.
Bruce Horowitz is proud to have been recognized as a Winners Circle advisor for 2012—a distinction attained this year by just 10 percent of advisors affiliated with Commonwealth Financial Network.
*Kingdom Advisors and Commonwealth Financial Network are separate and unrelated entities.
**Five Star Professional Wealth Manager 2013: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.