Los Angeles, CA Office

Team
Updated today

Client AUM

$1,030,295,083

Clients

1,280

Advisors

2

Of 6 advisors across 2 offices

Location

1880 Century Park East, Ste 1008

Los Angeles CA 90067

Advisors at this office

2

Advisors at this office

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Bruce H

CFP®, Series 63, Series 65

Los Angeles, CA

Horizon Wealth Management

Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Barbara A

CFP®, Series 63

Los Angeles, CA

Horizon Wealth Management

Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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