Brett D. Horowitz

Background

About Brett D. Horowitz

I am a Principal and Wealth Manager at Evensky & Katz/Foldes Wealth Management, currently helping individuals and institutions achieve investment and financial planning goals. I am a member of the Evensky & Katz/Foldes Board of Managers, responsible for helping run the company. I am very proficient in Social Security planning and my research has helped numerous clients receive additional Social Security benefits. I have also presented these strategies to a wide-range of accounting firms for Continuing Education credits. I belong to the Miami-Dade County Financial Planning Association (FPA) and the Coral Gables Art Cinema’s Board of Directors, where I am also the Treasurer. I have been fortunate enough to have had the opportunity to be quoted in many national publications such as The Wall Street Journal, Barron’s, Smart Money and Bankrate.com. I am a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary (AIF®) licensee and received my Bachelor of Science in Finance at the Rutgers University School of Business. Prior to joining Evensky & Katz in 2005, I had been working as a Financial Planner for over 5 years at a family office planning firm in New Jersey where I supported a senior advisor in performing sophisticated analyses of the personal finances of high net worth families, corporate executives, endowments, and foundations. I was also a member of the firm’s tax preparations department as well as a member of the firm's Investment Committee. Specialties: Life Insurance Modelling Estate Reviews Income Tax Analysis Investment Research Financial Planning Retirement Planning Social Security Optimization Strategies 529 Plan Recommendations