Broker Check

Franklin Tennessee

725 Cool Springs Boulevard

Suite 600
Franklin, TN 37067

Troy Michigan

101 W. Big Beaver Road

Suite 1400
Troy, MI 48084
Eric Steiner

Eric Steiner

CFO Strategist

Eric is an LPL employee and is part of the CFO solutions program as a CFO Strategist. He proovides us with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. Eric has over 10 years financial services experience in both the Institution and Broker/ Dealer spaces. He most recently served as a wealth management and business development consultant to financial advisors, helping them guide high net worth clients through complex business transitions, business succession planning and cash flow analysis. Prior to his wealth management role, as a financial consultant, he supported financial advisors with their portfolio management and financial planning process to determine opportunities for increased efficiencies. Eric brings a diverse knowledge set from the financial planning industry and has a passion for strategically guiding advisors through difficult business decisions. Eric holds the CERTIFIED FINANCIAL PLANNING™ professional designation. He earned a Bachelor’s Degree of Science from Rochester Institute of Technology.