Steven Schoenberger, CFP®

Founder at Open Door Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Hebrew (working knowledge) -
Skills

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Jan, 2021
    - Sep, 2024

Experience

  • Open Door Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • May 2021 - Present
  • Affiance Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Affiance Financial
      • Aug 2015 - May 2021

      Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the winds of change. Our job is to help you adjust the sails when the wind shifts. As part of the Affiance team, I help clients develop long-term strategic financial plans, maintain investment portfolios, and use retirement plans, life insurance, and other tools to work toward achieving financial independence. I aim to work with young families, entrepreneurs, professionals, and business owners to address their planning needs—ranging from budgeting and saving, to risk management, to strategies for protecting and passing assets on to future generations. Show less

  • Tamar Fink, Inc
    • United States
    • Insurance
    • 1 - 100 Employee
    • Life Insurance Producer
      • Nov 2012 - Aug 2015

      Tamar Fink helps individuals and businesses address long term strategic planning needs using life insurance and other resources. For over 25 years, Tamar Fink has excelled in Family Wealth Counseling, business succession planning and implementing various other asset transfer strategies. In addition, Tamar Fink has broad experience with life insurance policy reviews for both individual policy owners and fiduciaries. Tamar Fink helps individuals and businesses address long term strategic planning needs using life insurance and other resources. For over 25 years, Tamar Fink has excelled in Family Wealth Counseling, business succession planning and implementing various other asset transfer strategies. In addition, Tamar Fink has broad experience with life insurance policy reviews for both individual policy owners and fiduciaries.

  • LRM Strategies
    • Founder, President
      • May 2012 - Nov 2012

      LRM Strategies is a legal resource management company assisting clients in the retention of legal service providers, management legal projects and review of legal services. LRM Strategies is a legal resource management company assisting clients in the retention of legal service providers, management legal projects and review of legal services.

  • Charles E. Dobrusin & Associates
    • United States
    • Attorney
      • Jul 2006 - May 2012

      Provided legal, management and administrative support to trustees. Provided legal, management and administrative support to trustees.

Education

  • University of Minnesota Law School
    JD
    2002 - 2005
  • University of Wisconsin-Madison
    BA, History
    1998 - 2002

Community

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