Mr. Steinberg joined Vantage Financial Group in 2016, and manages the Vantage office in Toledo, Ohio (main 567.408.7638). 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 the former Chairperson of the Toledo Jewish Community Foundation and President of Sylvania Country Club.
Daniel is an Investment Adviser Representative with Cetera Wealth Services, LLC, member FINRA/SIPC. He has the FINRA Series 7 General Securities Representative, Series 63 Uniform Securities Agent Law and Series 24 General Securities Principal registrations. He is also an Investment Adviser Representative with Vantage Financial Group’s investment advisory firm.
5800 Monroe St, Building A, Ste 4, Sylvania, OH 43560
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC and Vantage Financial Group, Inc, both registered investment advisers. Cetera is under separate ownership from any other named entity.