About Us: Retirement Planning Strategies, Financial and Estate Planning, including Life Insurance, Annuities, Long Term Care and Disability Income.

Bruce R. Weinstein

Bruce Weinstein is a Registered Representative with a demonstrated history of working in the financial services industry.  Skilled in Financial Planning, life insurance, disability insurance, long term care, fixed and variable annuities.

Strong finance professional with a Masters of Business Administration (New York Institute of Technology -Old Westbury). Graduate of Queens College-City University of New York.

35 year resident of Santa Monica, Ca.

Past member of Santa Monica Chamber of Commerce, West LA Chamber of Commerce and various business networking organizations.Previous President of Homeowners Association.

Located in Santa Monica, CA, primarily serving clients in these Los Angeles neighborhoods: Brentwood, West Los Angeles, Santa Monica, Pacific Palisades and Culver City, plus Orange County and Ventura County, CA.



Frequently Asked Questions

When should I retire? When will I have enough assets to retire?

Depending on your age, financial resources and employment options these decisions vary with each individual.

Why should I purchase disability insurance?

Disability income insurance is the protection in case your income is totally or partially limited due to a physical or mental disability.

Contact Us

If we didn’t answer all of your questions, feel free to schedule a call or appointment.

Get In Touch