Scott Steiner, Cfp®
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Scott Steiner, Cfp® Email & Phone Number

Senior Financial Planning Specialist at Calamos Wealth Management at Calamos Wealth Management
Location: Greater Chicago Area, United States, United States 6 work roles 1 school
1 work email found @calamos.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@calamos.com
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Current company
Calamos Wealth Management
Role
Senior Financial Planning Specialist at Calamos Wealth Management
Location
Greater Chicago Area, United States, United States
Company size
31 employees

Who is Scott Steiner, Cfp®? Overview

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Quick answer

Scott Steiner, Cfp® is listed as Senior Financial Planning Specialist at Calamos Wealth Management at Calamos Wealth Management, a company with 31 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at calamos.com and a matched LinkedIn profile for Scott Steiner, Cfp®.

Scott Steiner, Cfp® previously worked as Senior Financial Planning Specialist at Calamos Wealth Management and Senior Registered Client Service Associate at Raymond James. Scott Steiner, Cfp® holds Cfp®, Certified Financial Planner™ Courses from Northwestern University.

Company email context

Email format at Calamos Wealth Management

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*@calamos.com
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AeroLeads found 1 current-domain work email signal for Scott Steiner, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Scott Steiner, Cfp®

Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Current workplace

Scott Steiner, Cfp®'s current company

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Calamos Wealth Management
Calamos Wealth Management
Senior Financial Planning Specialist at Calamos Wealth Management
naperville, illinois, united states
Website
calamoswealthmanagement.com
Employees
31
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Company profile
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6 roles · 23 years

Scott Steiner, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Registered Client Service Associate

Raymond James

Chicago, IL

Jun 2017 - Aug 2018

Financial Advisor

Raymond James

550 W Washington Blvd. Ste 1050, Chicago, IL 60661. ph# (312) 869-3828

Mar 2015 - Jun 2017

Financial Planner

Ehlert Financial Group

I offered fee-based financial planning with an expertise in planning for families that have loved ones with special needs. I also focused on retirement planning, estate planning, risk management, and business planning.

Jan 2006 - May 2009
Team & coworkers

Colleagues at Calamos Wealth Management

Other employees you can reach at calamoswealthmanagement.com. View company contacts for 31 employees →

JS Joe Smith Joe Smith Colleague at Calamos Wealth ManagementGreater Chicago Area, United States View → WS William Smith William Smith Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States View → RG Richard Gotterer, Cfp® Richard Gotterer, Cfp® Colleague at Calamos Wealth ManagementMiami, Florida, United States, United States View → SP Stephen Perl, Cima® Stephen Perl, Cima® Colleague at Calamos Wealth ManagementNew York City Metropolitan Area, United States View → MS Michael Sund, Cfa® Michael Sund, Cfa® Colleague at Calamos Wealth ManagementGreater Chicago Area, United States View → JA Jon Adams, Cfa Jon Adams, Cfa Colleague at Calamos Wealth ManagementGreater Chicago Area, United States View → PM Phillip Miodowski Phillip Miodowski Colleague at Calamos Wealth ManagementChicago, Illinois, United States, United States View → BK Brad Karkula Cfp® Brad Karkula Cfp® Colleague at Calamos Wealth ManagementGreater Chicago Area, United States View → BT Brian Taylor Brian Taylor Colleague at Calamos Wealth ManagementLos Angeles, California, United States, United States View → CG Christopher Gruchacz Christopher Gruchacz Colleague at Calamos Wealth ManagementPompano Beach, Florida, United States, United States View →
1 education record

Scott Steiner, Cfp® education

FAQ

Frequently asked questions about Scott Steiner, Cfp®

Quick answers generated from the profile data available on this page.

What company does Scott Steiner, Cfp® work for?

Scott Steiner, Cfp® works for Calamos Wealth Management.

What is Scott Steiner, Cfp®'s role at Calamos Wealth Management?

Scott Steiner, Cfp® is listed as Senior Financial Planning Specialist at Calamos Wealth Management at Calamos Wealth Management.

What is Scott Steiner, Cfp®'s email address?

AeroLeads has found 1 work email signal at @calamos.com for Scott Steiner, Cfp® at Calamos Wealth Management.

Where is Scott Steiner, Cfp® based?

Scott Steiner, Cfp® is based in Greater Chicago Area, United States, United States while working with Calamos Wealth Management.

What companies has Scott Steiner, Cfp® worked for?

Scott Steiner, Cfp® has worked for Calamos Wealth Management, Raymond James, Wells Fargo Advisors, Llc, Ehlert Financial Group, and Prudential Financial.

Who are Scott Steiner, Cfp®'s colleagues at Calamos Wealth Management?

Scott Steiner, Cfp®'s colleagues at Calamos Wealth Management include Joe Smith, William Smith, Richard Gotterer, Cfp®, Stephen Perl, Cima®, and Michael Sund, Cfa®.

How can I contact Scott Steiner, Cfp®?

You can use AeroLeads to view verified contact signals for Scott Steiner, Cfp® at Calamos Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Scott Steiner, Cfp® attend?

Scott Steiner, Cfp® holds Cfp®, Certified Financial Planner™ Courses from Northwestern University.

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