Certified Financial Fiduciary®
The Retirement Co
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Bruce Elfenbein, Certified Financial Fiduciary® Email & Phone Number
Certified Financial Fiduciary®
at
The Retirement Co
1 work email found
@securetirement.com
2 phones found area 786
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Fiduciary®
Location
Hollywood, Florida, United States
Who is Bruce Elfenbein, Certified Financial Fiduciary®? Overview
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Bruce Elfenbein, Certified Financial Fiduciary® is listed as Certified Financial Fiduciary® at The Retirement Co, based in Hollywood, Florida, United States. AeroLeads shows a work email signal at securetirement.com, phone signal with area code 786, and a matched LinkedIn profile for Bruce Elfenbein, Certified Financial Fiduciary®.
Bruce Elfenbein, Certified Financial Fiduciary® previously worked as National TV Commentator at Politics And Profits With Rick Amato and Member of Estate Planning Team at Estate Planning Team. Bruce Elfenbein, Certified Financial Fiduciary® holds Bachelor Of Arts, English from University Of Maryland.
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Email format at The Retirement Co
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{first}@securetirement.com
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AeroLeads found 1 current-domain work email signal for Bruce Elfenbein, Certified Financial Fiduciary®. Compare company email patterns before reaching out.
Profile bio
About Bruce Elfenbein, Certified Financial Fiduciary®
As a financial professional driven by self-actualizing purpose and a commitment to independence, I have dedicated my career to serving our community through straightforward planning and a solid work ethic. My journey began after graduating from the University of Maryland, where I found success in sales and marketing for a national franchise.Guiding numerous entrepreneurs to success was deeply fulfilling, sparking my passion for positively impacting lives.My path shifted towards financial services, where I excelled as a top agent nationwide.It was here that I discovered the profound difference financial planning could make in people’s lives, and I fell in love with the industry. Recognizing the limitations of big box firms, I launched my independent practice to better meet my clients’ needs. This independence allows me to leverage diverse strategies effectively, maximizing outcomes for those I serve.In retirement, it's all about income. We can increase your income by 25% (or more), while lowering your risk, without changing any of your investments.However, my career faced a significant challenge with a cancer diagnosis in 2007. Overcoming this battle renewed my commitment, leading me back to the career I cherish.I've since reopened my private practice, driven by a desire to give back as an educator—a dream fulfilled. I believe in doing right by my clients. My mission is to ensure they enjoy a guaranteed income well beyond their working years, enabling them to live the retirement they envision. Every day, I am grateful for the opportunity to make a meaningful difference in the financial security and futures of those I serve.Ready to secure your financial future with confidence? Let's start planning your retirement journey together. Reach out today to schedule a consultation and discover how we can achieve your retirement goals.
Listed skills include Marketing, Sales, Management, Strategic Planning, and 23 others.
Current workplace
Bruce Elfenbein, Certified Financial Fiduciary®'s current company
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13 roles · 21 years
Bruce Elfenbein, Certified Financial Fiduciary® work experience
A career timeline built from the work history available for this profile.
National Tv Commentator
Current
Politics And Profits With Rick Amato
May 2023 - Present
Member Of Estate Planning Team
CurrentI am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust™Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, advisors, brokers and CPAs committed to assisting clients.
Sep 2020 - Present
Financial Coach
CurrentAssist displaced executives and professionals with their career change, along with any financial issues they might have, such as retirement and Social Security planning, 401k and IRA positioning, and safe asset maximization.
Feb 2019 - Present
Financial Educator
Current
American Financial Education Alliance
Aug 2017 - Present
Certified Financial Fiduciary®
Current
The Retirement Co
Nov 2004 - Present
Ceo
Current
Securetirement, Inc.
Money...it's easy to make, but hard to hold on to. I SOLVE THIS! I work with business owners, professionals, teachers, and government employees to increase their cash flow, eliminate business or personal debt, grow their business, build security for their family, and create lifetime income for retirement.
Aug 2004 - Present
Senior Advisor
Seemanholtz
Create custom retirement programs that maximize yield, liquidty and safety.✔ Utilize a futuristic approach to counter the effects of inflation, taxes, and a potential chronic illness✔ Provide an annual "look forward" on income and expenses to see if adjustments need to be made to increase income.✔ Perform legacy planning to ensure a tax efficient wealth.
Apr 2010 - Mar 2015
Agent
Bluecross/Blueshield Of Florida
2005 - 2010
~5 yrs
Vice President, Sales And Marketing
The Big Tomato Franchise Company, Inc
* Established a successful franchise sales system* Advised franchisees concerning sales and advertising techniques.* Represented company at trade association meetings to promote franchise.* Created Operations, Training, and Employee manuals for franchisees.* Performed demographic analysis, site location, and lease negotiation for franchise locations.
Apr 1999 - Jul 2002
Owner
Pollution Solutions
* Established dealer network marketing air and water purification systems.* Created direct mail and Internet marketing campaigns.* Initiated and led seminars for dealer recruitment.* Assisted dealer network in planning and execution of sales and recruiting programs.
Feb 1997 - Apr 1999
Sales Manager
* Directed staffing, training and performance evaluations in order to develop and control sales program.* Maintained sales and installation records and produced reports for home office.* Wrote, designed and produced new telephone lead generation scripts.* Restructured and improved all aspects of recruiting, sales training, lead generation, and closing.
Mar 1995 - Jul 1996
Regional Manager
American Tennis Courts, Inc
* Company's top sales representative, generating over 60% of company's sales.* Represented company at trade shows and professional associations to promote company services and products.* Initiated and led seminars for architects, engineers, and government personnel.* Responded to written and telephone requests for inspection and subsequent proposals for.
Sep 1986 - Mar 1995
2 education records
Bruce Elfenbein, Certified Financial Fiduciary® education
Bachelor Of Arts, English
University Of Maryland
Post Graduate Courses, Accounting, Business
University Of Baltimore
FAQ
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What company does Bruce Elfenbein, Certified Financial Fiduciary® work for?
Bruce Elfenbein, Certified Financial Fiduciary® works for The Retirement Co.
What is Bruce Elfenbein, Certified Financial Fiduciary®'s role at The Retirement Co?
Bruce Elfenbein, Certified Financial Fiduciary® is listed as Certified Financial Fiduciary® at The Retirement Co.
What is Bruce Elfenbein, Certified Financial Fiduciary®'s email address?
AeroLeads has found 1 work email signal at @securetirement.com for Bruce Elfenbein, Certified Financial Fiduciary® at The Retirement Co.
What is Bruce Elfenbein, Certified Financial Fiduciary®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 786 for Bruce Elfenbein, Certified Financial Fiduciary® at The Retirement Co.
Where is Bruce Elfenbein, Certified Financial Fiduciary® based?
Bruce Elfenbein, Certified Financial Fiduciary® is based in Hollywood, Florida, United States while working with The Retirement Co.
What companies has Bruce Elfenbein, Certified Financial Fiduciary® worked for?
Bruce Elfenbein, Certified Financial Fiduciary® has worked for The Retirement Co, Politics And Profits With Rick Amato, Estate Planning Team, First Source Team, and American Financial Education Alliance.
How can I contact Bruce Elfenbein, Certified Financial Fiduciary®?
You can use AeroLeads to view verified contact signals for Bruce Elfenbein, Certified Financial Fiduciary® at The Retirement Co, including work email, phone, and LinkedIn data when available.
What schools did Bruce Elfenbein, Certified Financial Fiduciary® attend?
Bruce Elfenbein, Certified Financial Fiduciary® holds Bachelor Of Arts, English from University Of Maryland.
What skills is Bruce Elfenbein, Certified Financial Fiduciary® known for?
Bruce Elfenbein, Certified Financial Fiduciary® is listed with skills including Marketing, Sales, Management, Strategic Planning, Training, Recruiting, Online Marketing, and Marketing Strategy.
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