Brad Steinback, CFP®, CPA

Partner

Retirement Planning Specialist

 

  • Transitioned to the client side as a Financial Advisor 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 Equitable 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
    • Certified Financial Planner June 2007
  • As a financial professional of Equitable Advisors, 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.

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Cerficiate in Retirement Planning from the Wharton School of the University of Pennsylvania.

 

California Insurance License #: 0E70245


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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