Investment Advisor & Financial Expert

Financial Bliss

Bambi Holzer provides investment advice to individuals and families who seek a balanced, comprehensive approach to wealth management. Focusing on overall life planning, she assists clients in exploring and defining their goals and objectives, taking into consideration family, career, retirement, and other important aspects of a persons life. These goals form the basis of a balanced investment program designed to achieve key financial objectives while staying within the clients risk tolerance. Ms. Holzer also consults to corporations, providing advice and counsel in the areas of pension plan design, investment planning, and employee communications. During her 24-year career, she has worked with hundreds of individuals and families.

Ms. Holzer has appeared on the Today Show, NBC Nightly News with Tom Brokaw, Fox on Money, CNN, CNBC, Bloomberg, Lifetime, and local television and radio shows across the country. Shes been quoted in such publications as U.S. News and World Report, Money Magazine, Business Week, Smart Money, Research Magazine, Investors Business Daily, New York Times and the Los Angeles Times. A popular speaker, she is frequently invited to address investment clubs and industry forums. She has written several articles on retirement planning and is the editor of Pension Perspective, a newsletter featuring information and applications of ERISA law. She is the author of three best selling books on retirement planning and personal finance published by John Wiley & Sons.

Ms. Holzer is an Accredited Investment Fiduciary(tm), a Certified Specialist in Planned Giving, Certified Estate Advisor and a member of the American Society of Pension Actuaries (ASPA), the National Institute of Pension Administrators (NIPA), the Investment Management Consultants Association (IMCA), and the Western Pension and Benefits Conference Group. She is the recipient of the Woman of Achievement in Finance award by the Century City Chamber of Commerce and the Woman of the Year award by the Business and Professional Women's Division of the United Jewish Fund.

In addition to her professional accomplishments, she is also active in civic affairs. She has received the Woman of the Year Award for the United Jewish Federation and the Woman of Action Award for the Israeli Cancer Research Fund. She is on the board of directors of the Children's Cancer Research Fund, the Mancini Institute, We Are the World and USA for Africa. She is also a member of executive committee of the American Cancer Society and the Childrens Hospital Foundation in Los Angeles. In addition, she is on the board of trustees of the House Ear Institute and serves as an ambassador to the Weizmann Institute of Science. A graduate of Northwestern University, she is on the National Advisory Council for the School of Speech, and received Northwestern Universitys Honorary Service Award for 1999.