Certifications: CFP®, AIF®
Brett Horowitz is a principal and wealth manager at Evensky & Katz / Foldes Financial Wealth Management, where he has been helping individuals and institutions achieve their financial goals since 2005. He is a Certified Financial Planner™ (CFP®) and an Accredited Investment Fiduciary (AIF®), and holds a Bachelor of Science in Finance from Rutgers University School of Business. Before joining Evensky & Katz / Foldes, Brett spent over five years at a family office planning firm in New Jersey, where he worked alongside a senior advisor to perform analyses of the personal finances of high-net-worth families, corporate executives, endowments, and foundations. In addition to his role in financial planning, Brett was an active member of the firm’s tax preparations department and served on the investment committee.
Brett’s wealth management approach is centered on a deep understanding of each client’s unique financial landscape, combining strategic planning with a commitment to organization. He helps individuals incorporate actionable steps into managing their finances, often with a focus on making complex financial systems more accessible and organized. Throughout his career, Brett’s research in Social Security planning has significantly benefited his clients, enabling them to maximize their benefits. He also shares his expertise through continuing education presentations to accounting firms.
Brett has been recognized in national publications such as The Wall Street Journal, Barron’s, and Smart Money for his expertise in various financial topics. Beyond his professional success, Brett is committed to community engagement, actively participating in organizations like the Miami-Dade County Financial Planning Association (FPA) and previously serving as Treasurer of the Coral Gables Art Cinema. Brett remains steadfast in providing fiduciary-level care, adapting to the evolving financial landscape, and helping clients build organized, intentional financial strategies.
In this episode of Talk Your Chart, Brett and Marcos dive into the world of financial insights, discussing timely topics such as dividends outpacing inflation, the surging investments in AI, and the implications of foreign ownership in U.S. stocks. Don’t miss this engaging analysis with actionable takeaways! Charts available for download here.
In Episode 65 of Talk Your Chart Brett and Marcos kick things off with a surprising look at the rising cost of pennies and nickels, before diving into the latest market movers. From MicroStrategy’s Bitcoin-fueled surge to record-breaking U.S. oil production, they break down the big trends shaping 2025. Don’t miss it! Charts available for…
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025. Charts are available for download here.
Why Your Personal Information is at Risk Not a month goes by without seeing a headline that such and such company was hacked and consumer data was exposed to the dark web. In fact, the credit bureau Experian sent me an email with this exact message not even one week ago. If you don’t believe…
Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.
Evensky & Katz / Foldes is proud to participate in the Miami Lexus Corporate Run 2024. With thousands of participants representing hundreds of local companies, this event fosters community engagement, promotes wellness, and showcases our firm’s commitment to healthier lifestyles and corporate social responsibility. Our participation reflects our mission to help people live well by…