About Me

Nicholas J. Steinbach, CFP®, ChFC®
Vice President/Investments 

 

 

 

 

 

Experience and Philosophy

I began my investment industry career in 2005 and joined Stifel in 2018.  Prior to joining Stifel, I served as a financial advisor at various global wealth management firms, including Merrill Lynch and Wells Fargo Advisors.

I help individuals, trusts, and businesses manage their wealth by building long-term relationships based on mutual trust and respect.  Using a framework of 13 key issues, my mission is to provide solid, studied financial guidance with your best interests as my priority.

Planning is not a single event, it is a continual process.  As your life changes, so must the investment strategies that align with your goals.  I will work with you to develop a comprehensive wealth management plan tailored to your specific situation, future, risk behavior, and family dynamics to help ensure your wealth continually works to support you and your family throughout multiple generations.

Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and the Chartered Financial Consultant® (ChFC®) designation, I have received training on the duties of good faith and standards of care, insurance reviews, and tax strategies, as well as estate planning issues and retirement planning.  

 

Personal

Outside the office, I enjoy renovating classic cars, racing, weight training, reading, and running.  I live in Naples with my wife, Amanda, my son, Jack.