Bruce Horowitz, AIF® 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, MA. Competition and entrepreneurship have been parts of Bruce's life since his childhood, when he competed nationally in tennis and undertook numerous entrepreneurial endeavors. He graduated from Northeastern University in Boston after completing undergraduate work at Colgate University. In 1982, he received his MBA in financial services from San Diego State University.
Bruce began 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 multimillionaires 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. He holds the Accredited Investment Fiduciary (AIF®) designation, and has been named a 2013 FIVE STAR Wealth Manager and will be featured in the February, 2013 edition of Los Angeles Magazine. Bruce strives to live the healthiest life possible and continues to be a nationally ranked tennis player. He believes in the principle of giving and is deeply involved with his church. Bruce dedicates both his time and financial resources to help improve people's lives.