Meet Bruce Weinstein

Background

• Registered Financial Planner
• Bachelor of Science, Arizona State University, 1987; with a major in Real Estate, and a minor in Finance
• Actively involved in the Financial Services Industry since 1988
• Developed and taught Financial Planning Strategies for physicians and surgeons at various residency programs in Chicago, Illinois and Arizona
• Founder of Premier Southwest Benefits Group, Inc.
• Founder of Premier Southwest Planning and Premier Southwest Insurance

Areas of Specialty

• Estate and Personal Tax Saving Solutions
• Disablity Income Specialist
• Business Succession Planning
• 21 Years Experience with Financial Planning

Charitable Organizations

• Tgen Foundation
• ASU Business School Foundation
• Society of St. Vincent de Paul
• USA Hockey Foundation 
• Hacker Hockey

Awards

• Industry's Million Dollar Round Table Award,Lifetime
• President's Council member, 2000 and 2002, The Guardian Life Insurance Company  of America, New York, NY
• Council of Honor, 2004 to present, Ohio National Financial Services, Cincinnati, OH
• 2006 President's Inner Circle
• 2008 Executive Counsel to the Ohio National Financial Services, Cincinnati
• 2009 Centenial Club, Ohio National

Milestones

• Voice of experience Ohio National PGA school 2010
• Speaker Ohio National 2008 convention
• Pubilished in MTL’s Vanguard magazine
• host of the Truth about Life Radio Show, KFNN 1510 AM

On His Free Days Bruce Enjoys:

• Spending time with his wife, Jenny, and three children: Skylar, Michael and Jack; and their three dogs, Kahala, Sugar and Hanalei
• Competitive ice hockey in the Coyotes Adult Hockey League (CAHL), golf, Triathlons and coaching son's football team

Bruce J. Weinstein is a Registered Representative of and offers securities products and services through The O.N. Equity Sales Company Member FINRA & SIPC , One Financial Way, Cincinnati, Ohio 45242, (513) 794-6794. Premier Southwest Planning Group, LLC is not an affiliate or subsidiary of ONESCO. We are not licensed to sell insurance and/or securities in all states nor are the products referred to herein approved for sale in all states or countries outside the United States. In this regard, this communication is strictly intended for individuals residing in the states of AZ, AL, CA (Ca. Insurance Lic. #0B95458), CO, DE, FL, MI, MT, NV, OH, UT and TX .

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC
One Financial Way, Cincinnati, OH 45242 (513)794-6794

Bruce Weinstein is licensed to sell insurance and annuity products in AZ, CA, FL, IL, MI MT, NM, NV, OH and TX.

Premier Southwest Planning Group, LLC Registered Investment Advisory