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 is a Boston native who graduated from Northeastern University 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 2016 FIVE STAR Wealth Manager, a level of excellence achieved by fewer than 2% of the wealth managers in Los Angeles. He also holds the Certified Kingdom Advisor (CKA®) designation from Kingdom Advisors, a national organization of Christian financial professionals integrating faith and practice.
Bruce began his career working in the real estate industry, analyzing and packaging properties to sell to investors. He obtained the prestigious MAI designation and did real estate consulting, where 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 5 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 give back to his community.