Bruce Horowitz, CFP®, CKA®

Bruce
 

 

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. He and his team build long-term relationships based on trust, knowledge, industry experience, and the drive to do what's best for each client given his or her unique financial situation.

Bruce is a Boston native who graduated from Northeastern University after completing undergraduate work at Colgate University. In 1982, Bruce received his MSBA in financial services from San Diego State University. 

Credentials and registrations

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7, 63, and 22 securities registrations
  • CA INSURANCE LICENSE #0B66129

Bruce 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. He obtained the prestigious MAI designation and did valuation and market studies on major commercial properties throughout the western United States. Bruce then transitioned into the financial planning arena, where he was trained to consult with multi-millionaires doing sophisticated estate, investment, tax, and business succession planning. 

Bruce and his wife, Dale, have two children and six grandchildren. He is a nationally ranked tennis player and strives to live the healthiest life possible. He believes in helping others and dedicates time and resources to give back to his community. Bruce states, “I find it very satisfying to help people achieve their dreams, have better family relations and be more content. Clients place tremendous trust in us with their financial future. We take this responsibility very seriously and want to make sure we always put our clients' needs first and that they are better off as a result of their relationship with us."

Leaders_seal
 

Bruce Horowitz is proud to have been recognized as a Leaders Level advisor for 2019—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.