Who We Are

Please click on each photo to learn more about the members of our team

Bruce Horowitz, CFP^®, CKA^®
President & Founder
[email protected]

Shea Allen, CFP^®
Financial Planner
[email protected]

Lynda Scott
Client Service Manager
[email protected]

Tracey Rosado
Client Service Associate
[email protected]

Renelyn Barinaga
Administrative Assistant
[email protected]

Dale Horowitz
Office Manager
[email protected]

OUR BROKER/DEALER

Our choice to partner with Commonwealth Financial Network^® helps us maintain our independence. It allows us access to the vast range of investment products the industry has to offer—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.

Our access to Commonwealth’s top research team, robust technology, and expert, impartial guidance helps ensure that we remain free to operate in your best interest and to make recommendations based on your financial objectives, personal investment style, and risk tolerance.

LEARN MORE

COMPLIMENTARY CONSULATION

Choosing the right partner for retirement planning is a big decision. That’s why we offer a no-cost consultation to learn about your personal goals and share how we might help. Whether you are looking for a new financial advisor, or just a second opinion, give us a call. All information provided and discussed is held in strict confidence.

REQUEST A COMPLIMENTARY CONSULTATION