Todd Steinberg

Todd offers nearly 30 years of experience emphasizing succession planning along with marketing and business development in the accounting and financial services industry.
A respected leader in the industry, his experience includes developing new marketing strategies, succession planning for tax professionals, integrating financial planning into accounting practices, hiring and training of marketing personnel for accounting and financial firms nationwide and speaking at regional and national conferences as an authority on succession planning, marketing accounting services and financial services in tandem.

Todd graduated from Rowan University with a degree in Business Administration. Todd is Series 7, 66, Life, Accident & Health Licensed. In his spare time, Todd enjoys staying active and spending time with his three children Sydney, Benjamin and Brooklyn.