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Robert Horowitz, CFA is focused on providing expert, flexible and personal financial advice to individuals, couples and families.
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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.
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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.
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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. Robert has seen just about every investing method out there. He knows what works and what doesn't. He also knows that the best investing strategies are simple, straightforward and user-friendly. Drawing on his extensive experience, Robert will collaborate with you to design an investment plan that you will really fit your needs and personal preferences.
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Robert is flexible, respectful and patient in how he works with clients. Clients report that not only are they very satisfied with the results, they also enjoyed the time spent working with Robert.
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Biography Highlights
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Born in South Africa, Robert came to the US at the age of 14.
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He graduated with honors from Trinity College in Connecticut; in 1991 he received an MBA from Columbia Business School in New York.
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Following his formal education, Robert worked first as an equity research analyst, and then worked as a Fee Only financial advisor in Stamford, CT for five years.
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In 2000 he moved to California to work for Charles Schwab & Co in San Francisco where he led the team that built the investment advice software used by more than 400 advice representatives at branches throughout the country.
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Since 2003, Robert has been consulting with individuals on personal money management and helping them develop a sense of comfort and ease concerning their personal finances.
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Robert lives in Mill Valley with his wife Jennifer. Together they enjoy hiking, biking, tennis, reading, and raising their son Charlie.
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Robert’s office is located in nearby Corte Madera.
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Memberships & Certifications
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Robert V. Horowitz, CFA
Chartered Financial Analysts undergo a rigorous and competitive examination process over several years. For more information on CFA Certification, download this file: Why Select a CFA Charter Holder?
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Member, National Association of Personal Financial Advisors. An elite group of less than 1,000 Fee Only financial advisors.* The membership requires a signed Oath of Fiduciary Duty to clients, and participation in the most strenuous continuing education requirement in the industry. For more information, please see www.napfa.org
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Member, Financial Planning Association www.fpanet.org
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