Broker Check


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 PLANNERTM ("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 PLANNERTM, 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.