Jeff Steiner CFP CRPC, VP Wealth Consultant at Sterling Portfolio Managers

As a Wealth Consultant with Sterling Portfolio Managers, I specialize in Retirement Planning, Estate Planning, and Investments for retirees, executives, and small business owners. With more than 20 years of experience as a financial planning professional, including tenure with Merrill Lynch and Waddell & Reed, I have the expertise to customize strategies to help pursue my clients’ financial goals.

in Business from University of Washington. Having the desire to offer my clients even more, in terms of breadth of knowledge and expertise, I attained the CERTIFIED FINANCIAL PLANNER™ certfication, as well as the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. About my firm, Sterling Portfolio Managers:
Sterling Portfolio Managers is an independent, full-service financial services firm, committed to providing custom strategies, utilizing the latest software and technology to build portfolios and retirement plans designed to work toward financial security for individuals, families, and business owners. As independent representatives of LPL Financial*, the team at Sterling Portfolio Managers has more than fifty years of combined experience helping individuals and businesses all over the United States work toward their financial goals. As well, Sterling Portfolio Managers is committed to providing a turn-key office and support for our independent financial advisors in their efforts for their clients.

*LPL Financial is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2021). For a list of states in which I am registered to do business and for our full disclosure, please visit www.SterlingPortfolios.com.