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Bruce Weinstein, is the owner, president and founder of Premier Southwest Planning Group, LLC, a local independent registered investment advisory firm established in 2004. Bruce has been in the financial service profession helping clients, families, business owners and retirees plan their financial future since 1989. Bruce graduated in 1987 from Arizona State University in Tempe, Arizona, with a B.S. in real estate and a minor in finance. He currently holds his CFBS (Certified Family Business Specialist) with the American College. His former affiliations in the financial service business include one year with Ameritas, and he has owned Premier Southwest Benefits Group, Inc., since 2001 and Premier Southwest Planning Group, LLC., since 2004. He also hosted a radio show in 2011 on KFNN in Scottsdale, Arizona, called The Truth about Life. He now hosts his own radio show, The Truth About Money, every Saturday from 7 to 8 a.m. on KTAR 92.3 FM in Phoenix. Bruce has donated his time and financial support to several charities such as Arcadia Hockey Club, TGEN, Amanda Hope, Phoenix Cancer Support Network, and a for-profit business called Face Tolerance, LLC. Face Tolerance, started by his spouse Jennifer, is an anti-bullying project taught in schools throughout the United States. He has been married to Jennifer since 1993 and has three children, Skylar, Michael, and Jack. Bruce enjoys playing golf, hiking, playing and watching hockey, and spending time with his family, friends, and his dogs.
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Take 20% off your first order
Enter the code below at checkout to get 20% off your first order