Jeffrey Steinmann CFP®, CLU, LUTCF, AIF®


Jeffrey F. Steinmann has been in the Financial Services business since 1998 where he consults with corporate and individual clients on their insurance, investments and estate planning. In addition to having his Series 7, 66 and Life & Health insurance licenses, Jeffrey holds the following professional designations: CERTIFIED FINANCIAL PLANNER TM , Accredited Investment Fiduciary, Chartered Life Underwriter ®, and Life Underwriter Training Council Fellow. Jeffrey continues to expand his professional education, so he can help his clients navigate the constantly changing landscape in finance.

His professional specialties include but are not limited to: helping families with strategies for the accumulation, distribution and protection of wealth. Jeffrey also works with businesses in the design and implementation of employee benefits; including executive compensation packages, group benefits and retirement plans where he serves as a Fiduciary.

Jeffrey positions himself as a professional, learning about his clients needs and goals and then educating them as to the different options available by using the appropriate financial products and services. In addition, he is well versed in many financial products and services that are available through a wide variety of insurance and investment companies, an is often called upon accountants and attorneys for his knowledge in this area.

Jeffrey enjoys skiing, golf and spending time with his family.