Colin Steinberg

Colin Steinberg advises high net worth families and individuals on investments, financial planning, and insurance. Colin joined Schechter in 2019. Prior to Schechter, Colin spent two and a half years working as a financial advisor at Merrill Lynch, in addition to one year working as an annuity sales internal at Lincoln Financial in Philadelphia, PA.

Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications. Colin has built on his technical proficiency by earning certifications including a Certified Financial Planner (CFP®) designation and a Chartered Retirement Planning Counselor (CRPC®). Colin currently lives in Michigan where he enjoys exercising, cooking, eating, and spending time outdoors.