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Marilyn Steinmetz

owner, Money Matters at LPL Financial
Intro Book
Experienced financial advisor with 41 years of experience in securities, financial planning, and wealth management.
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Location
West Hartford, Connecticut, United St...
Skills
  • Securities
  • Financial Advisory
  • Retirement Planning
  • Finra
  • Retirement
  • Show all
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Bio

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Marilyn Steinmetz is a seasoned financial advisor with 41 years of experience in securities, financial planning, and wealth management. She holds a CFP certification and an MBA from the University of Connecticut. With expertise in retirement planning, insurance, and mutual funds, Marilyn has built a reputation for helping individuals navigate their financial lives. As a financial planner at LPL Financial, she has provided guidance on retirement planning, investment strategies, and estate planning. Her extensive experience and education have equipped her with the skills to deliver personalized financial solutions to her clients.

Credentials

  • Certified Financial Planner Licensee
    -
    Dec, 1985
    - Jun, 2026

Experience

Education

  • 1983 - 1985
    College of Financial Planning
  • 1983 - 1985
    University of Connecticut
  • 1979 - 1981
    University of Hartford

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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