John Steiner Email & Phone Number

John Steiner started in the business in 1992 and brings over 32 years of experience providing financial and wealth management advice and services to his clients. Previously a Branch Manager for over 20 years, the code of ethics he embraced there, serves his clients well. In fact, they have turned to him repeatedly for issues and challenges facing them, their families and their friends.His focus is on creating wealth management strategies for individuals and businesses to help them pursue their short and long-term financial goals. John and his team believe in an interactive relationship between his team and his clients. Whether it's an individual's personal investments or a corporation's benefit plan, his team's process begins by clearly identifying and defining their client's financial goals and objectives. A customized wealth management strategy is developed using an independent evaluation of alternatives by one of our team members, Deborah Lee, a CFP® professional. The strategy is implemented with the entire team's direct involvement and attention to detail. Once implemented, the strategy is tracked and reviewed and the results measured against the client's specific financial objectives.John earned a Bachelor of Arts in Economics from the University of Wisconsin in Madison, WI.In addition to holding Series 3, 7, 8, 63, and 65 FINRA registrations, he is a licensed Life Insurance Agent.John and his wife live in Black Butte Ranch, Oregon where he spends considerable time with his four children and fourteen grandchildren. He is also a lifelong fan of the Chicago Cubs.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Mar 2011 - Present

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  University Of Wisconsin Madison Wi

  Bachelor'S Degree