AXA Advisors

My name is Brad Steinback, CFP®, Retirement Planning Specialist.  Welcome to my Web site. As a financial professional with AXA Advisors, LLC, I am dedicated to helping individuals and businesses address their financial
goals.

To stay on top of my field and develop my professional skills,
I've regularly attended industry training and certification
programs. This includes completing the curriculum and passing
the exams for the:

  • FINRA Securities Registrations Series 7 and Series 66
  • Life and Health Insurance

have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

My academic achievements include a Business degree in Accountancy from Indiana University in Bloomington, Indiana. My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Trust and integrity are the foundation of my practice with helping the client address their financial goals as my mission. As part of the financial strategy process, I'll consider your specific financial goals and investment objectives. Then working together, we'll formulate a strategy to help you work toward these goals. Then, as a registered representative of AXA Advisors, LLC, and an insurance agent of AXA Network, LLC, I'll recommend the appropriate products and services to help you execute this strategy to assist in achieving your financial goals. My wife Ronna, son Jeffrey and I live in Deerfield, Illinois. Thanks for visiting.

 

CFP®, CERTIFIED FINANCIAL PLANNER,
and CFP (with flame logo)® are certification
marks owned by the Certified Financial Planner Board of Standards,
Inc. These marks are awarded to individuals who successfully
complete the CFP Board's initial and ongoing certification
requirements.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

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