About Scott

Scott Steiner

CONTACT
Email: scott@steinerwealth.com
Phone: 941-491-2110

EDUCATION
Valparaiso University School of Law, J.D. Summa Cum Laude, 2005
Indiana University, BS Finance and Accounting, Bloomington, 1999

LICENSES/MEMBERSHIPS
CERTIFIED FINANCIAL PLANNER^TM("CFP")
Member of Florida Bar ("Attorney")
Florida Certified Public Accountant (“CPA”)
FINRA Series 7, 63 and 65
Florida Life, Health and Variable Annuity

Scott Steiner is a CERTIFIED FINANCIAL PLANNER^TM, Attorney and CPA.
Uses unique combination of financial planning, legal and tax experience to holistically help clients pursue financial goals by providing comprehensive wealth management with excellence.
Offers estate and tax planning services through his separate law and accounting firms.
Enjoys building quality and personal relationships with clients and is committed to providing high quality services at reasonable prices.

Attended Valparaiso University School of Law on a full academic scholarship and graduated in 2005 with honors, summa cum laude.
Earned undergraduate degrees in finance and accounting from Indiana University, Bloomington in 1999.
Previous professional experience includes practicing as an attorney at a large law firm with over 500 attorneys in Chicago and working as a consultant at a Big 5 accounting firm in Chicago.
Married to Shelly (an attorney with Steiner Law Offices) and loves living in Lakewood Ranch with Shelly, their three daughters and goldendoodle.
In free time enjoys golf, boating and spending time with his family.