Bruce Elfenbein

Member Of Estate Planning Team at Estate Planning Team

Bruce Elfenbein, Certified Financial Fiduciary®, currently serves as a National TV Commentator for Politics and Profits With Rick Amato and is a member of the Estate Planning Team, where collaboration with professionals in business planning and wealth succession focuses on implementing the Deferred Sales Trust™. As a Financial Coach with the First Source Team, Bruce assists displaced executives and professionals in career transitions and financial planning. Additionally, Bruce has been a Financial Educator with the American Financial Education Alliance and operates as CEO of SecuRetirement, Inc., while also holding roles including Senior Advisor at SeemanHoltz and Vice President of Sales and Marketing at The Big Tomato Franchise Company, Inc. Bruce's educational background includes a Bachelor of Arts in English from the University of Maryland and post-graduate courses in Accounting and Business from the University of Baltimore.

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