Toll Free: 800.667.0165 x1411
Bruce Horvitz is a Private Wealth Advisor with Mosaic Wealth Consulting who established his practice in his hometown of Pittsburgh 30 years ago. Bruce has been providing comprehensive financial planning to retirees and pre-retirees to help create a better tomorrow for themselves and their families. His motto is “How you live tomorrow depends on how you invest today!”
A financial professional since 1984, Bruce has three decades of experience advising clients. After earning his degree in Business Administration from the University of Pittsburgh, Bruce continued his studies by earning the designations of “Chartered Financial Consultant®”, “Registered Financial Consultant®”, and most recently he also earned the “Chartered Retirement Planning CounselorSM” designation from the American College.
Bruce’s experience and education have made him a versatile professional capable of helping clients with virtually all of their financial needs. Bruce understands that most advisors focus on accumulating assets for retirement, but his primary focus is on Retirement Income Planning, which requires a completely different skill set. Retirement Income Planning requires a keen understanding of which assets should be spent in what order to potentially maximize income while minimizing taxes.
Bruce has been a member of the Million Dollar Round Table’s1 Select Court of the Table, the Society of Financial Service Professionals, the Institute of Certified Financial Planners and the International Association of Financial Planners.
Bruce and his wife Debbie live in Squirrel Hill and have three children.
1 To qualify MDRT, members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex