Bruce Horowitz, CFP®, CKA®

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 and manage their wealth. He and his team build long-term relationships based on 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 holds through LPL 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 pursue their dreams, have better family relations, and be more content. Clients place tremendous confidence in us with their financial future. We take this responsibility very seriously and want to make sure we always put our clients' needs first, working toward a goal that they are better off as a result of their relationship with us."