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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 immediate past Chairperson of the Toledo Jewish Community Foundation and past President of Sylvania Country Club.
Dan is a Registered Representative of Cetera Wealth Services LLC, member FINRA/SIPC. Dan is an Investment Adviser with both Cetera Investment Advisers LLC, and Vantage Financial Group’s investment advisory firm. He has the Series 7 General Securities Representative and Series 63 Uniform Securities Agent Law and Series 24 General Securities Principal registrations. CA Insurance License #0D76253
*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.