Michael Weintraub

Next Step Retirement

P: 925 420 4601     
    925 818 9035 (c)
E: mike@nextstepretire.com

1600 S. Main Street Suite 125
Walnut Creek, CA 94596

Jill Allen
P: 925 407 0418
E: jallen@nextstepretire.com


Michael is a registered representative and specializes in providing tax savings for individuals and businesses, by using tax-qualified retirement plans. Mike is a former member of the Board of Directors of the Association for Advanced Life Underwriting, AALU. He is a life and qualifying member of the international Million Dollar Round Table, MDRT, where he has chaired committees for many of its annual meetings, and given speeches at 4 of them. Mike is also a member of the prestigious Top of the Table, TOT, and past Chairman of its Advisory Board. He spoke at TOT meetings in 1997, 1998, 2000, 2004, 2007, 2011, and 2014, where he was on the same platform as former Secretary of State Condoleeza Rice. He is also immediate Past Chairman of the Board of Directors of the Life Insurance Foundation for Education, LIFE HAPPENS, which is a resource to
the public and media and sponsors Life Insurance Awareness month each September.

Michael’s credentials include:

• Chartered Life Underwriter CLU®
• Chartered Financial Consultant ChFC
• Series 1 and 63 Licenses

Mike is past president of the Leading Life Producers of Northern California, East Bay Chapter of the Society of Financial Professionals, and the Estate Planning Council of the East Bay. He speaks often at meetings of accounting, insurance, legal, and service associations. He is a member of the board of the Northern California Institute for Bone Health, Past President of the MDRT Foundation, and is listed in “Who’s Who in California”. On a personal note, Mike lives in Alamo with his wife Paula.

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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The financial advisors at NWF Advisory offer securities through Royal Alliance Associates, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Some advisors of NWF offer investment advisory services through Royal Alliance Associates, Inc., a registered investment adviser. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. Many of the advisors at NWF Advisory are also investment advisor representatives of NWF Advisory Services, Inc., a Registered Investment Adviser. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.


Royal Alliance Associates does not offer tax or legal services. Listed entities are not affiliated with Royal Alliance Associates, Inc.

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