David R. Steininger Email & Phone Number

As a financial planner, fiduciary advisor, and NMLS licensed MLO, I work with individuals and intergenerational families, with business owners and W2 employees, with for-profit and nonprofit entities, and I help them with strategies that are most suited to their specific financial best interests, as comprehensive or as simple as those may be. I'll partner with clients' tax preparers and their attorneys and utilize an entire network of best-in-class specialists whenever necessary to ensure proactive and comprehensive solutions for all-inclusive levels of lifelong financial success.I didn't always “eat, sleep and breathe” financial services. Back in 1975 I earned a BFA in Theatre from the University of Cincinnati, then an MFA in writing from UCLA in 1978. After writing a little for television and having a couple plays produced I turned to a career in technical writing, market research and small businesses consulting. In 1999 I met with a financial professional because I was desperate for help and clarification with my mortgage and an old 401(k). My financial ignorance at that point was embarrassing. But I was assured it was also universal. Most of us aren’t taught the basics of personal finances in school or college -- not even finance or economics majors. When we start our work lives we are generally all thrown to the lions financially, and all that our equally uninformed parents can do is wish us the best of luck. The financial professional I was lucky enough to meet with gave me a sorely needed education, and he worked with me to build a personal game plan for optimum financial health. The clarity I received at that critical juncture inspired me to change career paths and deep-dive into attaining all the accreditation necessary to become a full-fledged financial professional myself.