Brad Steinback, CFP®
Partner | Retirement Planning Specialist
Brad Steinback is a Founding Member and Partner at Infinity Strategic Partners, LLC and a CERTIFIED FINANCIAL PLANNER™ professional. With more than 20 years of experience in the financial services industry, he focuses on comprehensive financial planning, risk management, investment strategies, and retirement planning. Brad is known for a client-first approach and high accessibility, providing clear, tailored guidance to help individuals and families make confident, informed financial decisions. Within Equitable Advisors, he has consistently ranked among the top financial professionals nationally, supporting clients as they work toward long-term financial security.
Brad earned his accounting degree from Indiana University and began his career as a Certified Public Accountant, practicing for five years. He later worked as an independent options market maker on the Chicago Board Options Exchange before transitioning into wealth management. Since 2003, he has served as a Financial Advisor, partnering with clients to develop customized strategies designed to help them pursue their financial goals. Brad and his wife have lived in Deerfield, Illinois since 1990, where they raised their son and have been active in Brittany rescue.
Licenses/Registrations held:
- FINRA Securities Registrations Series 7 and 66
- Life and Health Insurance License
- CERTIFIED FINANCIAL PLANNER™ professional June 2007
California Insurance License #: 0E70245
Infinity Strategic Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.