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Bruce Elfenbein, Certified Financial Fiduciary®

Certified Financial Fiduciary® - Author - "Creating Your Dream Retirement" - Tax Reduction Specialist - Builder, Retirement Architecture - Deferred Sales Trust™Advisor
Hollywood, Florida, United States
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Bruce Elfenbein is a well-established professional in the financial industry, specializing in retirement and advanced tax planning. With a passion for helping business owners and professionals reach their financial goals, he employs powerful tax strategies to help his clients keep more and pay less. Through his proven methods, he can move your money from your IRA or 401k to a ROTH IRA, mitigate your capital gains tax, and eliminate your business or personal debt, all while increasing your cash flow and creating lifetime tax-free income.

Bruce's education includes Post Graduate courses in Accounting and Business at the University of Baltimore, as well as a Bachelor of Arts degree in English from the University of Maryland College Park. He has also held multiple positions within various organizations, including the Estate Planning Team, First Source Team, and American Financial Education Alliance. He has served as a former CEO at SecuRetirement, Inc., Senior Advisor at SeemanHoltz, Agent at BlueCross/BlueShield of Florida, Vice President of Sales and Marketing at The Big Tomato Franchise Company, Inc., and Owner of Pollution Solutions. Additionally, he has held roles as a Sales Manager at Electronic Merchant Systems and a Regional Manager at American Tennis Courts, Inc.

Bruce's vast experience, combined with his team of knowledgeable tax and estate planning experts, make him an invaluable asset to anyone looking for assistance with their financial planning. If you're interested in seeing if Bruce's services are right for you, book a free conversation with him at https://calendly.com/belfenbein/15min or get a free illustration to see if controlling or mediating your capital gains would be of benefit to you at https://mydstplan.com/belfenbein.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.