Scott Steiner, CFP®
Sr. Financial Planning Specialist
Scott Steiner is one of Calamos Wealth Management’s most senior and experienced Financial Planning Specialists. Scott’s areas of focus include, but are not limited to: Executive Compensation Analysis and Planning, Retirement Plan Conversion Analysis, Comprehensive Risk/Exposure Analysis, Advanced Cash-Flow Projections for use in high net worth client retirement planning, as well as Multi Factor Scenario Analysis. He brings a personal passion for sophisticated, customized financial planning and defines success as the moment when a client feels a high level of assurance around the protection of their wealth for themselves and for future generations.
He is an avid researcher and continuous learner of strategies and best-practices around persistently evolving estate and tax strategies. He is not only knowledgeable and experienced, but also skilled in the art of explaining and demonstrating the wisdom behind complex, strategic recommendations. He serves as a subject matter expert on wealth planning topics; most recently (March, 2020) commenting on The Wrigley Family's $40 Million Estate Tax Mistake as part of wealthmanagement.com’s podcast, Celebrity Estates: Wills of the Rich and Famous
Scott has more than 18 years of experience in financial planning, is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the Series 7 and 66 licenses, as well as life/health and property & casualty insurance licenses.