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We're a boutique independent financial advisory firm

Specializing in estate & retirement planning

Meet Stu:
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. Stewart has received numerous product awards throughout his career and recognition for service to his clients at all levels.

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 of Wealth Preservation, Llc. Stu’s grandchildren as seen in above picture. Stewart has been on various boards donating his time and energy to local nonprofit organizations, is an avid animal lover, classic car enthusiasts and loves to golf.

Stewart Weissman

Meet Dave:
Dave Harris

specializes in life insurance strategies for ultra-affluent families and business owners across the country.

Dave started his life insurance career in 2007 and since then has been dedicated to providing comprehensive, highly personalized planning services to his clients and their families.

Highly regarded in the life insurance industry, Dave conducts insurance planning seminars to many of the top business managers, CPA’s, and financial advisors throughout the country. He is also a regular contributor to local and national radio & TV shows.

Dave is a member of Million Dollar Round Table & Top of the Table, the Premier Association of Financial Professionals. He is also an active member of the National Association of Insurance & Financial Advisors (NAIFA). Dave sits on numerous local boards is very active in various nonprofit organizations and helps fundraise on an annual basis.

Dave attended San Diego State University and currently resides in Rancho Santa Fe, Ca with his wife Stacy and 3 children, Sloan, Jakob & Benjamin. Dave enjoys golfing, traveling and spending time with his family.

Dave Harris

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