Advisor profile


My approach

As a Private Wealth Advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, I'll help you pursue your goals and help you feel greater financial confidence as you make decisions about your financial future. At Horvath Wealth Management, we have extensive experience helping clients like you deal with the complexities of wealth. The goal of our on going financial planning process is to help you pursue your financial goals while making your life easier and more rewarding. Our client service model focuses on the following quarterly meetings:

Goal Tracking – We track the progress of your financial plan, review your goals and objectives in addition to reassessing the strategies.

Asset Allocation – Based on your financial plan, risk tolerance, time frame and other constraints, we develop an investment strategy that considers all of your stated goals.

Mid-Year Review– We revisit our summary of recommendations as well as review estate planning strategies, employee benefits and insurance needs.

Tax Planning– Review year-end tax planning strategies including qualified plan contributions and tax loss harvesting. We will work with your accountant as needed.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters of Science in Finance, Florida International University, Miami, FL, 2015
  • Bachelor of Business Administration in Finance, Florida International University, Miami, FL, 2000

Interests

  • Spending time with the family
  • travel
  • running
  • community participation and volunteering
  • golf
  • technology

Community participation

  • FIU Business Alumni Board, Aug 2015- current
  • Financial Planning Association of Miami, President, 2017
  • Financial Planning Association of Miami, Media and Public Relations Director , 2014 - 2016
  • FIU Business School Mentoring Program, Mentor, 2011 - 2017
  • U.S. Southern Command, FPA Financial Readiness Program, Presenter, 2012 - 2017
  • FIU Business School Alumni Association, President 2004
  • FIU Alumni Circle, 2005
  • CFP Financial Planning Days, Miami, Steering Committee, 2009 - 2013

Previous experience

  • Morgan Stanley, Financial Advisor, 2000 - 2002
  • Merrill Lynch, Intern Associate, 1999
  • Ameriprise Financial, Client Service Coordinator, 1997 - 1999

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.