Robert Horowitz (BA, CFA, MBA)

Robert Horowitz focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Crystal-clear explanations: Robert is great at explaining financial issues clearly and simply. My goal is that you will leave our meeting feeling like “All the lights are turned on” around your financial concerns. Over time you can expect to develop a real sense of control, knowledge and mastery over your financial affairs.

Empathetic and patient: Robert’s provides a safe environment for you to ask all your questions and bring up all areas of concern; even those around hiring a financial advisor.

Expert: With over 10 years of experience working with individuals about money, the Chartered Financial Analyst (CFA) certification and an MBA from Columbia Business School, Robert has a deep and rigorous understanding of investments and personal finance.

Additional Information

web address:

NAPFA Start Date

January 05, 1998