Bruce Weinstein, CLU

Bruce Weinstein, CLU

Phone: (404) 266-9666
Fax: (404) 760-2390
E-mail:
 

Mr. Weinstein brings over 40 years of experience to his clients, specializing in the use of life insurance and investment products for estate, business, retirement and charitable planning.

He maintains the professional designation of Chartered Life Underwriter* (CLU).

 In 2006, Mr. Weinstein was bestowed the AXA Advisors National Honor Associate award, the highest award given to a field of over 6000 representatives nationally within AXA.  He is active in numerous industry organizations including the Atlanta Estate Planning Council, the National Association of Insurance and Financial Advisors, and a Top of the Table member of the Million Dollar Round Table.  He is a sought after industry speaker on his areas of specialty.

Bruce is extremely active in the community.  He is a current executive committee member of the Jewish Federation of Greater Atlanta.  He was named the 2011 Financial Advisor of the Year for his work on the “Create a Legacy” program.  He is on the board, and a past officer of the Marcus Jewish Community Center, where he was honored as the 2004 Man of the Year.

He is also an executive committee member of the Hillels of Georgia, a national board member for the Zeta Beta Tau fraternity, and past president of the University of Alabama Atlanta Alumni Association.  Bruce also continues to coach youth baseball every year.

Mr. Weinstein is a member of Congregation B’nai Torah and currently resides in Sandy Springs, GA with his wife of 35 years, Germaine.  They have three children and one granddaughter.

 *A professional designation of the American College

 

California Insurance License #: OC89291


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