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Mr. Steinberg joined Vantage Financial Group in 2016, and manages the Vantage office in Toledo, Ohio. He brings to Vantage more than forty year’s experience in the financial services industry. Dan provides investment management as well as financial and estate planning services for his clients with an emphasis on retirement income planning. He also has extensive experience managing company retirement plans, corporate life insurance, and business succession planning.
Dan is a graduate of Bowling Green State University with a Bachelor of Science (B.S.) in Business Administration with a major in Insurance. He is affiliated with many professional associations including the National Association of Insurance & Financial Advisors (NAIFA) and the National Society of Financial Services Professionals (SFSP). Additionally, he is a Qualifying & Lifetime Member of the Million Dollar Round Table (MDRT). Dan sees the importance of giving back to his community and is currently the Chairperson of the Toledo Jewish Community Foundation and President of Sylvania Country Club.
Daniel is an Investment Advisor representative of Cetera Advisor Networks LLC, member FINRA/SIPC, registered broker/dealer and a Registered Investment Advisor. He has the Series 7 General Securities Representative, Series 63 Uniform Securities Agent Law and
Series 24 General Securities Principal registrations. He is an Investment Adviser Representative with both Cetera Advisor Networks LLC and Vantage Financial Group’s investment advisory firm.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.