| Advisor Profile |
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Business Description |
| Robert Horowitz, CFA provides expert, flexible and personal financial advice to help you achieve your most important goals: financial security, early retirement and a fulfilling lifestyle. A safe environment makes it easy for you to ask all your questions and bring up all areas of concern. Peace of mind comes from knowing that we always place your interests first and have the expertise to help you achieve your critical goals.
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General Information |
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| Years of Experience in Financial Services: |
15
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Education |
| Academic Background |
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MBA - Columbia Business School (1991)
Bachelor of Arts degree - Trinity College (1987). Graduated with honors. |
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Services |
| Investment Types: |
Bond Mutual Funds, Stocks Mutual Funds, International Investments, Bonds, Stocks, Options, Real Estate, Alternative Investments, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Analyst, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Robert Horowitz |
Frequently Asked Questions |
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