Stifel | Marie Steinman, CFP
Financial Planning Los Angeles
Description
Leveraging the robust resources and services of Stifel, a national leading wealth management and investment banking firm, Marie is well-positioned to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more. She received invitations to the Barron's Top Women Advisors summit and the Fortune Most Powerful Women Summit. She attained the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the College for Financial Planning and holds Series 7 and 66 securities licenses.
Stifel | Marie Steinman, CFP can be found at 2121 Avenue of the Stars Suite 2100 . The following is offered: Financial Planning - In Los Angeles there are 277 other Financial Planning. An overview can be found here.
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Financial PlanningMap 2121 Avenue of the Stars Suite 2100
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