Brad Steinback, CFP®, CPA

Brad Steinback, CFP®, CPA

Partner

Retirement Planning Specialist

 

  • Joined AXA Advisors, LLC (Now Equitable Advisors, LLC) in June 2003
  • 16 years as an Options Market Maker on the Chicago Board Options Exchange
  • Business Degree in Accounting from Indiana University in Bloomington, Indiana
  • Has been awarded the title of Retirement Planning Specialist by AXA Advisors     based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania
  • Licenses/Registrations held
    • FINRA Securities Registrations Series 7 and 66
    • Life and Health Insurance License
  • As a financial professional of Equitable Advisors, LLC, Brad is dedicated to helping individuals and businesses address their financial goals.  As part of the financial strategy  process, he’ll consider your specific financial goals and investment objectives, and then formulate a strategy to help you work toward these goals.
  • Lives in Deerfield, IL with wife Ronna

CFP®, CERTIFIED FINANCIAL PLANNER™,and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

 

 

California Insurance License #: 0E70245


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Infinity Strategic Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 847-558-6117
Fax 224-415-3505
Mobile Phone 847-778-6105