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Matthew S
Series 65
Melbourne, FL
Capital Analysts
Matthew Steiner is a financial advisor with Capital Analysts and holds a Series 65 credential. He has 12 years of industry experience, including roles at Horace Mann and Lincoln Investment. In addition to his advisory work, he owns Steiner Insurance & Financial Services LLC, which offers property and insurance services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches supported by an in-house research team.
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