Introduction

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 a 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 currently holds his FINRA Series 7 and 66 CRPC® (Chartered Retirement Planning Counselor) and CDFA™ (Certified Divorce Financial Analyst). He is pursuing his CFP. In his free time, Colin enjoys exercising, cooking, eating, and spending time outdoors.