Colin Steinberg serves as the Director of Executive Benefits at Schechter, where he leverages his extensive expertise in wealth management and financial advisory to craft tailored solutions for high-net-worth individuals and families. With a focus on preserving and transferring wealth, Colin plays a pivotal role...
Colin Steinberg serves as the Director of Executive Benefits at Schechter, where he leverages his extensive expertise in wealth management and financial advisory to craft tailored solutions for high-net-worth individuals and families. With a focus on preserving and transferring wealth, Colin plays a pivotal role in the development and implementation of Schechter's Uncommon Solutions™, which have successfully assisted numerous clients in navigating the complexities of financial planning. His background in retirement planning and asset management allows him to provide comprehensive strategies that align with the unique goals of each client.
Colin's proficiency in life insurance and securities further enhances his ability to deliver innovative executive benefits packages that not only meet the immediate needs of clients but also ensure long-term financial security. His collaborative approach, working alongside a diverse team of professionals—including JDs, LLMs, CLUs, MBAs, and ChFCs—enables him to integrate various disciplines into cohesive financial strategies. This multidisciplinary perspective is essential in addressing the intricate challenges faced by high-net-worth families and organizations.
In addition to his technical skills, Colin is adept at utilizing advanced financial tools, including Microsoft Excel, to analyze data and optimize client portfolios. His commitment to ongoing education and professional development, exemplified by his certifications as a CFP® and CRPC®, positions him as a trusted advisor in the financial services industry. As he continues to lead key projects at Schechter, Colin remains dedicated to empowering clients to leverage their wealth effectively, ensuring a lasting legacy for future generations.
