Loren Weintrob

About Loren Weintrob

I work with individuals, families, business owners, and executives on life, disability…

Experience

1. Wealth Advisor

   Alera Group, Inc.

   Mar 2023 — Present

   I help individuals, families and business owners take a holistic approach to their financial well-being. Through personalized financial planning, investment advisory services, and risk management strategies - including life and disability insurance - I work to create clarity and confidence around both short-term goals and long-term security.My focus is on understanding each client\'s full financial picture and designing strategies that grow with them. Wheater it\'s building wealth, protecting income, or planning for life\'s milestones, i aim to be a trusted resource every step of the way.Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.

Education

• Western Michigan University

  Bachelor of Business Administration, Personal Financial Planning and Economics

  2006 — 2009