The Team

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Our Advisors

Ted Horowitz

Ted Horowitz

Financial Advisor

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Designations

CFP®, MIM

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Bachelor of Arts, International Relations, University of Washington, Seattle, WA, Master of International Management, Thunderbird School of Global Management, Glendale, AZ
CA Insurance #0D67895

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Our Staff

Eileen McArthur

Eileen McArthur

Registered Support Assistant

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Qualifications

  • Series 7 Licensed (Since 1990)