Jeff Steiner, CFP^® CRPC^®

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

Jeff earned his B.A. in Business from University of Washington. He has attained the CERTIFIED FINANCIAL PLANNER™ certfication, as well as the Chartered Retirement Planning Counselor^® designation from the College for Financial Planning.

When not serving his clients, Jeff enjoys spending time with his family, while trying to keep up with his son, Mathias. This includes trips to local parks, the Houston Zoo, Aquarium, and many other attractions the Houston area has to offer. Jeff, his wife, and son previously lived in the Pacific Northwest, and they are now proud to call Texas home.

As a sports enthusiast, Jeff enjoys Texas Longhorn Football, Washington Husky athletics, playing golf, and the occasional trip to the range or trap shooting with friends. Jeff is also active in the Northwest Aquatics League and Gulf Swimming, where his son is a competitive swimmer.