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Stifel | Marie Steinman, CFP in Los Angeles

Logo from Stifel | Marie Steinman, CFP

Opening hours

Monday
08:00 - 17:00
Tuesday
08:00 - 17:00
Wednesday
08:00 - 17:00
Thursday
08:00 - 17:00
Friday
08:00 - 17:00

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Stifel | Marie Steinman, CFP Insurances

2121 Avenue of the Stars
90067 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.

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© 2024, Wogibtswas / Locabee. All brand names and trademarks are the property of their respective owners. All information without guarantee. Status 25.12.2024 08:32:21

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