Robert Horowitz was born in South Africa and came to the US at the age of 14. He graduated with honors from Trinity College in Connecticut, and received an MBA from Columbia Business School in 1991. Following his formal education, Robert worked first as an equity research analyst, and then as a fee-only financial advisor in Stamford, CT.

In 2000 Robert moved to San Francisco to work at Charles Schwab, where he led the team that developed the investment-advice software used by more than 400 professionals at branches throughout the country.

Since 2003 Robert has dedicated his career to helping individuals and families reach their life goals by developing a sense of mastery over their financial affairs.

Chartered Financial Analyst (CFA)
Chartered Financial Analysts must pass a series of three rigorous examinations taken in sequential levels over several years. Learn more>

Member, National Association of Personal Financial Advisors
Membership requires a signed oath of fiduciary duty to clients, and participation in the most strenuous continuing education requirement in the industry.

Member, Financial Planning Association
Members must adhere to a code of ethics that demands honesty, objectivity, competence and confidentiality. Robert is also a board member emeritus of the FPA of San Francisco.

Marin Montessori School Parents Association
Robert serves on the Executive Committee of the Marin Montessori School Parents' Association. He enthusiastically supports the Montessori mission to nurture the development of each student to his or her potential – an independent, responsible, compassionate, learned individual who thinks critically and realizes clearly his or her role in the world.

50 Most Experienced Independent Financial Advisors, BusinessWeek

On A Personal Note

Robert lives in Mill Valley with his wife Jennifer, where they enjoy hiking, biking and teaching their son how to play his drums.

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