Adam M. Steiner, CFP®

Adam M. Steiner, CFP®

Director of Planning Services

 
 
Adam M. Steiner, a CERTIFIED FINANCIAL PLANNER™ practitioner, is a 1989 graduate of the University of North Carolina – Chapel Hill. Upon earning his bachelor’s degree in Arts & Sciences with a major in Radio, Television and Film, Adam built a successful 14-year career as an Emmy award-winning Producer and Director. Having the opportunity to work with so many talented professionals in this highly collaborative industry allowed Adam to hone his interpersonal skills in order to pursue an opportunity in the dynamic and rapidly growing financial services profession.
 
Adam entered into the Investment Profession in 2003 as a Personal Planning Specialist. While focusing on the needs and goals of families and small business owners, he has expanded his client base with integrity, knowledge and an acute ability to listen; only once a client’s priorities are clearly articulated will Adam present thoroughly-researched and specific planning recommendations and help in every step of the process from design to plan implementation.
 
Clients have sought Adam’s help in acquiring not only Life, Disability and Long-Term Care insurance policies, but also in developing sound strategies to plan for future financial needs such as college and retirement funding. Because regular plan reviews are critical, he routinely meets with clients to adjust plans as circumstances change.
 
Adam is a member of the Financial Planning Association of Hampton Roads and lives in Chesapeake with his wife Marieke and their 2 children.
 
Adam M. Steiner, CFP® is an Investment Advisory Representative offering securities and advisory services through Lincoln Financial Securities Corporation, member SIPC. Branch Office: 4429 Bonney Rd. Suite 440, Virginia Beach, VA 23462 757-557-6902. Vision Financial Group is not affiliated with Lincoln Financial Securities Corporation.

 

Phone 7576738451
Fax 7576738452