Robert
Horwitz
Childfree Wealth
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About this Advisor
Robert Horwitz is a financial advisor based in Portland, Oregon, working with Childfree Wealth. Robert has previously held positions at Childfree Wealth, Protected Investors Of America, Money Quotient, Portland Pedal Power, and Planned Parenthood. Robert has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Robert is part of Childfree Wealth, which operates out of Portland, Oregon. The firm has 4 employees and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Childfree Wealth includes hourly and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Childfree Wealth Brokerage Details
4
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Horwitz Work History
Childfree Wealth
Protected Investors Of America
Money Quotient
Portland Pedal Power
Planned Parenthood
Disclosures
Please visit the SEC profile of Robert Horwitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Childfree Wealth
Corning, NY
Portland, OR
Mount Juliet, TN
Sagamore Hills, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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