National Sales Manager
Mr. Steingruebner joined our firm in July, 2005. He was an investment consultant in the Darien, CT office when it first opened. After one year there, he was asked by Peter Schiff to manage the Newport Beach office, where he has been located since the summer of 2006. He has been the National Sales Manager since December, 2010.
Eric brings a unique work history and level of experience. After graduating from Brooklyn Law School in 1997 and receiving his Juris Doctorate degree, Eric worked for a New York City Law firm for 2 years. He has extensive experience working in the areas of trusts and estates. He joined the financial services industry in 1999 at AXA Advisors. Prior to joining our firm, Eric worked for several years with an independent broker dealer, working primarily with entrepreneurs and professional business owners, advising clients on qualified retirement plan strategies and wealth transfer. He has experience with managed accounts, equities, fixed income, mutual funds, annuities and life insurance. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He completed the Accelerated Personal Financial Planning program at UCLA.
Eric is conversant in German and holds FINRA Series 7, 24, and 66 registrations. He currently resides with his wife, Elisa and two sons.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.