Hosts: Stewart J. Weissman
Stewart J Weissman
Wealth Preservation, LLC
12520 High Bluff Drive, Suite 360
San Diego, CA 92130
(858) 369-0303, ext 11– office
(800) 313-PLAN (7526) toll free
(858) 369-0306– Fax
(858) 442-4801- cell
Show Info: Stewart J. Weissman is a member of the prestigious AALU, MDRT and TOT organizations where only 1% of all financial people in the world can qualify for. He is a past member of Ed Slott’s Elite IRA advisor group. He provides help to individuals and business owners in the accumulation, protection and retirement income distribution of their assets.
Stewart has over 40+ years as an independent licensed broker in the State of California serving the needs of his clients and the expertise to assist with their financial and estate planning goals and objectives.
We offer access to income and longevity planning, life insurance, retirement plans and wealth management services. This includes various forms of annuities: which can consist of Fixed, Hybrid and Immediate Income annuities.
Stewart is extremely pro-family, married to wife Brenda for over 40 years. He has two children, daughter Stacy and son Joseph. Stacy is married to Dave Harris who specializes in various business related forms of insurance to fund trusts, including premium-financed life insurance strategies along with other financial planning and retirement income products. Dave is also in the family business with us and has three children, Stu’s grandchildren. Stu is an avid animal lover, classic car enthusiasts and loves to golf. email@example.com