Bruce Horowitz, CFP®, 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 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 is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Accredited Investment Fiduciary® (AIF®) designation and has been named a 2018 Five Star Wealth Manager1, a level of excellence achieved by fewer than 2% of the wealth managers in Los Angeles.
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.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,357 Los Angeles wealth managers were considered for the award; 287 (13 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com. **Kingdom Advisors and Commonwealth Financial Network are separate and unrelated entities.