Philip Horowitz, CFP®

First Vice President
Financial Advisor at Morgan Stanley
NMLS# 1312672
CA Insurance License # 0I02471
For more information, please visit my site.

[Philip Horowitz, CFP® @PHorowitzMS]

Planning a summer getaway requires booking early to get the options you want. Wealth management works the same way—starting early gives you more time to prepare for your destinations. Learn More: https://t.co/yCgktnCADC

[Philip Horowitz, CFP® @PHorowitzMS]

Six months down, six months to go. June 1st is a natural milestone to evaluate your annual financial strategy and make any necessary adjustments for the back half of the year. Explore our planning resources: https://t.co/yCgktnCADC

[Philip Horowitz, CFP® @PHorowitzMS]

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://t.co/tU3oh49wuG

[Philip Horowitz, CFP® @PHorowitzMS]

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience. https://t.co/hBgzaGbq4P

[Philip Horowitz, CFP® @PHorowitzMS]

Happy Mother's Day!

Wishing a beautiful day to all the moms who pour everything they have into their families. You are seen, you are valued, and you are loved.

#MothersDay #TheSolariaGroup #MorganStanley

[Philip Horowitz, CFP® @PHorowitzMS]

May the 4th be with you!

https://t.co/MLkR4m5Wee

#StarWarsDay #FinancialPlanning #TheSolariaGroup #MorganStanley

[Philip Horowitz, CFP® @PHorowitzMS]

Like superheroes guarding the city, thoughtful planning helps protect what matters most - your financial goals.

We'd love to help you harness your planning superpowers : https://t.co/MLkR4m5Wee

#FinancalHeros #FinancialPlanning #MorganStanley #TheSo

[Philip Horowitz, CFP® @PHorowitzMS]

April 15th: the only day when coffee and paperwork reach peak intensity simultaneously.

Schedule a conversation here : https://t.co/MLkR4m5Wee

#Taxes #FinancialFocus #DeadlineDay #MorganStanley #TheSolariaGroup

[Philip Horowitz, CFP® @PHorowitzMS]

The Solaria Group at Morgan Stanley brings you our Spring Newsletter of 2026.

You can access it here: https://t.co/BQcnI2waSE

If this sparked questions feel free to schedule a meeting through o

[Philip Horowitz, CFP® @PHorowitzMS]

On Presidents' Day, we honor the great leaders who have shaped our nation.

[Philip Horowitz, CFP® @PHorowitzMS]

Happy Groundhog Day!

Here's to a little tradition, a little humor, and a reminder that spring is on its way.

#GroundhogDay #MorganStanely #TheSolariaGroup

[Philip Horowitz, CFP® @PHorowitzMS]

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues to inspire us and future generations.

[Philip Horowitz, CFP® @PHorowitzMS]

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://t.co/PdRomGRc8h

[Philip Horowitz, CFP® @PHorowitzMS]

We can help company founders navigate an 83(b) election. Such election can offer significant tax savings, and requires careful planning. Click the link to learn more.

#TheSolariaGroup #FinancialPlanning #MorganStanley https://t.co/jB2ta9fynO

[Philip Horowitz, CFP® @PHorowitzMS]

As the new year begins, it brings renewed energy, fresh goals, and opportunity to build on what truly matters. Wishing you a Happy New year filled with warmth, optimism, and gentle wins along the way.

#HappyNewYear #TheSolariaGroup #MorganStanley

[Philip Horowitz, CFP® @PHorowitzMS]

There is a special kind of magic in a Christmas spent together. Shared laughter, family traditions, and the comfort of being exactly where you belong. Wishing you a home filled with love and a heart full of peace this Christmas.

#HappyHolidays #TheSolariaGroup

[Philip Horowitz, CFP® @PHorowitzMS]

The Solaria Group at Morgan Stanley brings you our Holiday Newsletter of 2025.

Click below to view the newsletter on our website:

https://t.co/MLkR4m5Wee

Or, access it here:

https://t.co/WKvCnJ5QbD

[Philip Horowitz, CFP® @PHorowitzMS]

Hanukkah reminds us how far a single light can carry us. It's a moment to honor resilience, renewal, and the quiet strength that keeps us moving forward.

Wishing everyone observing a bright and meaningful Hanukkah.

[Philip Horowitz, CFP® @PHorowitzMS]

On World Kindness Day, let's celebrate the power of compassion and empathy. Together, we can create a ripple effect of positivity and make a meaningful impact in our communities. #WorldKindnessDay #SpreadKindness #TheSolariaGroup #MorganStanley #FinancialPlanning

[Philip Horowitz, CFP® @PHorowitzMS]

As the S&P 500 approaches a 17% gain this year, what is the source of upside surprise from here? The answer may hinge on the so-called K-shaped economy. https://t.co/nD3zmgdYSa