Jeff Steinberg is a financial planning consultant for Avantax Planning PartnersSM. In collaboration with a client’s CPA and estate planning attorney, Jeff provides integrated planning and investment strategies for growing and protecting individuals and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities.
Jeff is a registered representative with Avantax Investment ServicesSM. He is a licensed life, annuity, accident, health and variable insurance agent. Jeff resides in Palm City with his wife, Ruthie. His daughter Danielle is a doctor doing her residency at Columbia Presbyterian in NYC. His son Jake is an engineer & financial analyst for SpaceX in California. Jeff has led fund-raising efforts for the American Cancer Society, St. Jude’s Research Hospital, the Alzheimer’s Association and does an annual toy drive for needy children. Jeff is an avid golfer, tennis & pickleball player and enjoys exercise, reading and watching movies.
FINRA Series 6, 7 and 63 securities licenses
CERTIFIED FINANCIAL PLANNER™ certificant
Chartered Life Underwriter designation
Chartered Financial Consultant® designation
B.A. from Brandeis University, Waltham, Massachusetts
Juris Doctorate from Fordham Law School, New York City, New York
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019.