Our Firm

BRUCE H WEINSTEIN, CLU

Mr. Weinstein brings over 45 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 Equitable Advisors National Honor Associate award, the highest award given to a field of over 6000 representatives nationally within Equitable, now Equitable.  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 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 Man of the Year.

He is also an executive committee member of the Hillels of Georgia, Board Member of Zeta Beta Tau Foundation, 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 over 35 years, Germaine.  They have three children and six grandchildren.

 *A professional designation of the American College

Securities offered through Equitable Advisors (212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Your Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA insurance license #0C89291